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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
Branch Locations
610 York Road, Towson, MD 21204-4102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magnolia Plumbing | Washington | DC | 01/2010 | 10/2019 |
| Guardian Life Insurance Company | Bethesda | MD | 10/2019 | 06/2021 |
| Enterprise Rent-A-Car | Ocean City | MD | 05/2017 | 08/2017 |
| 5 Star Phc | Ocean City | MD | 01/2018 | 08/2018 |
| Park Avenue Securities | Bethesda | MD | 10/2019 | 06/2021 |
| Salisbury University | Salisbury | MD | 01/2015 | 05/2019 |
| Fidelity Investments | Tysons Corner | VA | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-17 |
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