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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED | 2025-11-24 |
Branch Locations
7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Villanova University | Villanova | PA | 08/2022 | 05/2023 |
| Brewster Pizza House | Brewster | MA | 06/2021 | 08/2021 |
| Town Of Dennis | Dennis | MA | 06/2021 | 08/2021 |
| Fidelity Investments | Smithfield | RI | 08/2024 | Present |
| Duke Faculty Club | Durham | NC | 06/2022 | 08/2022 |
| Flip & Bailey'S | Bryn Mawr | PA | 08/2022 | 11/2022 |
| Roland Park Country School | Baltimore | MD | 08/2013 | 06/2020 |
| Merion Mercy Academy | Merion | PA | 09/2023 | 02/2024 |
| Villanova University | Villanova | PA | 08/2021 | 05/2022 |
| Washington Duke Inn & Golf Club | Durham | NC | 06/2022 | 08/2022 |
| Town Of Dennis | Dennis | MA | 06/2020 | 08/2020 |
| Brewster Pizza House | Brewster | MA | 06/2020 | 08/2020 |
| Unemployed | Brewster | MA | 05/2024 | 08/2024 |
| Villanova University | Villanova | PA | 08/2023 | 05/2024 |
| Villanova University | Villanova | PA | 08/2020 | 05/2021 |
| Villanova Universit | Villanova | PA | 09/2021 | 04/2022 |
| Villanova University | Villanova | PA | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-19 |
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