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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 01/2020 | 09/2021 |
| Franklin And Marshall College | Lancaster | PA | 09/2015 | 05/2019 |
| Unemployed | Bronx | NY | 05/2019 | 09/2019 |
| Prime Clerk | New York City | NY | 09/2019 | 12/2019 |
| J.P. Morgan Securities Llc | Columbus | OH | 10/2021 | 03/2022 |
| Franklin And Marshall College | Lancaster | PA | 08/2015 | 05/2019 |
| Varsity Tutors | Columbus | OH | 09/2021 | 12/2021 |
| Fidelity Investments | Columbus | OH | 08/2022 | Present |
| Unemployed | Columbus | OH | 03/2022 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-21 |
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