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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
| PA | RA | APPROVED | 2025-10-29 |
Branch Locations
2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Elmhurst | IL | 07/2024 | 06/2025 |
| Kovalchick Convention And Athletic Complex | Indiana | PA | 04/2022 | 05/2024 |
| Img Academy | Bradenton | FL | 05/2018 | 08/2018 |
| Enterprise Bank | Allison Park | PA | 06/2022 | 07/2022 |
| Fidelity Investments | Cranberry Twp | PA | 06/2025 | Present |
| Montour High School | Mc Kees Rocks | PA | 08/2014 | 08/2017 |
| Img Academy | Bradenton | FL | 08/2018 | 08/2019 |
| Perkiomen School | Pennsburg | PA | 08/2017 | 05/2018 |
| Indiana University Of Pennsylvania | Indiana | PA | 08/2019 | 05/2025 |
| Oak View Group, Llc | Indiana | PA | 04/2022 | 05/2024 |
| Indiana University Of Pennsylvania | Indiana | PA | 06/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-10 |
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