Philip Pinkey

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Icma Retirement Corporation	Washington	DC	12/2011	06/2021
Fidelity Investments	Morristown	NJ	07/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

2022-06-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Morristown, NJ
2012-02-09 → 2021-07-07

Missionsquare Retirement

Washington, DC

Morristown, NJ

Chatham, NJ

Washington, DC

Morristown, NJ
2010-10-25 → 2011-12-07

Maryland Financial Group, Inc.

Rockville, MD
2010-07-06 → 2010-10-13

Navy Federal Asset Management, Llc

Vienna, VA
2009-08-28 → 2010-06-29

Centaurus Financial, Inc.

Leesburg, VA
2008-01-01 → 2009-02-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Richmond, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-21