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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
20465 Exchange St, Ashburn, VA 20147-5940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeffrey Maged Dba Lifetime Wealth Management | Lansdowne | VA | 03/2016 | 12/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2017 | 03/2018 |
| New Yorklife Insurance Com | Bethesda | MD | 04/2018 | 03/2019 |
| Nylife Securities Llc | Bethesda | MD | 04/2018 | 03/2019 |
| Eagle Strategies Llc | Bethesda | MD | 08/2018 | 03/2019 |
| Td Ameritrade | Vienna | VA | 04/2019 | 05/2020 |
| Fidelity Brokerage Services Llc | Lansdowne | VA | 05/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-01 |
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