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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
| VA | RA | APPROVED | 2026-04-24 |
Branch Locations
15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Extended Travel | Richmond | VA | 05/2020 | 08/2020 |
| Collegiate School | Richmond | VA | 08/2012 | 05/2020 |
| Performance Foodservice | Glen Allen | VA | 05/2023 | 08/2023 |
| Bj'S Wholesale Club | Richmond | VA | 05/2021 | 08/2021 |
| Bj'S Wholesale Club | Richmond | VA | 05/2022 | 08/2022 |
| Bj'S Wholesale Club | Richmond | VA | 12/2021 | 01/2022 |
| Performance Foodservice | Glen Allen | VA | 06/2024 | 01/2026 |
| Gettysburg College | Gettysburg | PA | 08/2020 | 06/2024 |
| Fidelity Investments | Midlothian | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-20 |
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