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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-16 |
| VA | RA | APPROVED | 2025-11-21 |
Branch Locations
1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Alexandria | VA | 07/2025 | Present |
| Mount Vernon High School | Alexandria | VA | 08/2017 | 07/2019 |
| University Of Southern California | Los Angeles | CA | 08/2022 | 06/2025 |
| Hayfield Secondary School | Alexandria | VA | 08/2019 | 06/2021 |
| Sportrock Climbing Centers | Alexandria | VA | 09/2021 | 08/2023 |
| Walt Whitman Middle School | Alexandria | VA | 08/2015 | 07/2017 |
| Step Up Tutoring | Los Angeles | CA | 01/2024 | 05/2024 |
| Fidelity Investments | Alexandria | VA | 06/2024 | 08/2024 |
| Northern Virginia Community College | Alexandria | VA | 06/2021 | 05/2022 |
OBA-122907|OrgNmn:Sportrock Climbing Centers|Org Addr:Alexandria,Virginia,US|OBA Nature:Indoor rock climbing gym|Invst Rel:N|Title:Employee|Duties:My title will be Advanced Team Rock Climbing Coach. My duty will be assisting with coaching a group of ~15-20 youth. Instructing our team memb|StrtDt:09-03-25|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-17 |
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