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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-10 |
Branch Locations
Scottsdale, AZ • United States
7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Chandler | AZ | 05/2026 | Present |
| Guerin Catholic High School | Noblesville | IN | 04/2015 | 06/2019 |
| Fidelity Brokerage Services Llc | Chandler | AZ | 05/2026 | Present |
| Strategic Advisers Llc | Chandler | AZ | 06/2026 | Present |
| Twg Development | Indianapolis | IN | 05/2023 | 10/2023 |
| Prime 47 | Carmel | IN | 07/2019 | 03/2022 |
| Goldstar Management Llc | Westfield | IN | 05/2021 | 08/2021 |
| St. Joseph Agency | Carmel | IN | 02/2019 | 05/2019 |
| Indiana University | Indianapolis | IN | 08/2019 | 08/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2024 | 04/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-14 |
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