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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| VA | RA | APPROVED | 2025-10-31 |
Branch Locations
Virginia Beach, VA • United States
4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regent'S University | Virginia Beach | VA | 05/2016 | 05/2019 |
| Merrill Lynch / Bank Of America | Newport News | VA | 03/2020 | 01/2025 |
| Northwestern Mutual | Virginia Beach | VA | 06/2019 | 03/2020 |
| Edward Jones | St. Louis | MO | 01/2024 | 10/2025 |
| Fidelity Investments | Virginia Beach | VA | 10/2025 | Present |
| Life Enrichment Center | Norfolk | VA | 01/2019 | 04/2019 |
| Integrity Energy Solutions & Technology | Portsmouth | VA | 01/2015 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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