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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bagery | Easton | MD | 09/2018 | 06/2019 |
| Giant | Easton | MD | 06/2019 | 08/2019 |
| Ruth's Chris Steakhouse | Pittsburgh | PA | 09/2019 | 12/2019 |
| Talbot Country Club | Easton | MD | 06/2020 | 08/2020 |
| Target | Poughkeepsie | NY | 01/2023 | 03/2023 |
| The Inn At Perry Cabin | St. Michaels | MD | 08/2021 | 12/2021 |
| Bas Rouge | Easton | MD | 04/2023 | 08/2024 |
| Axtella | Ann Arbor | MI | 08/2024 | 07/2025 |
| Student | Easton | MD | 09/2004 | 09/2018 |
| Student | Easton | MD | 12/2019 | 06/2020 |
| Student | Hyde Park | NY | 08/2020 | 08/2021 |
| Student | Hyde Park | NY | 12/2021 | 01/2023 |
| Fidelity Investments | Lansing | MI | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-28 |
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