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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 10/2019 | 09/2021 |
| Bank Of America, N.A. | San Jose | CA | 10/2019 | 09/2021 |
| Rgis, Llc | San Jose | CA | 11/2017 | 10/2019 |
| Assured Protection Consultants | Hunt Valley | MD | 01/2017 | 09/2019 |
| Ces Security | Pikesville | MD | 08/2016 | 01/2017 |
| Target Corporation | Hyattsville | MD | 11/2011 | 01/2017 |
| Fidelity Brokerage Services | Salt Lake City | UT | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-14 |
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