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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chez Foushee | Richmond | VA | 03/2013 | 11/2021 |
| Virginia Department For Aging And Rehabilitation | Richmond | VA | 02/2017 | 08/2017 |
| Mutual Of Omaha Investor Services | Glen Allen | VA | 06/2019 | 07/2019 |
| Mutual Of Omaha Insurance Company | Glen Allen | VA | 05/2019 | 07/2019 |
| Pruco Securities Llc | Glen Allen | VA | 12/2019 | 11/2021 |
| The Prudential Insurance Company Of America | Glen Allen | VA | 06/2020 | 11/2021 |
| Independent Administrative Services, Llc | Clearwater | FL | 11/2021 | 11/2021 |
| Saybrus Equity Services, Llc | Hartford | CT | 11/2021 | 11/2021 |
| Fidelity Investments | Merrimack | NH | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-27 |
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