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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lafayette College | Easton | PA | 06/2002 | 06/2019 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | Present |
| Fidelity Investments | Center Valley | PA | 09/2019 | Present |
OBA-132166|OrgNmn:CYO Volleyball Assistant Coach|Org Addr:Easton,Pennsylvan,US|OBA Nature:Coaching volleyball to childre|Invst Rel:N|Title:Assistant Volleyball Coach|Duties:coach youth volleyball with 2 practices a week and matches on the weekend.|StrtDt:07-23-26|TotHrs/mon:24|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-12 |
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