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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-31 |
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2019 | 12/2023 |
| Citadel Federal Credit Union | West Chester | PA | 01/2019 | 05/2019 |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2015 | 05/2019 |
| State Street Corporation | Berwyn | PA | 07/2018 | 08/2018 |
| Lobster House | Cape May | PA | 06/2017 | 09/2018 |
| Fidelity Investments | Greenville | DE | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-21 |
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