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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 09/2016 |
| The Vertical Group | New York | NY | 10/2016 | 10/2020 |
| Cuna Brokerage Services, Inc | Waverly | IA | 11/2020 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 11/2020 | 05/2022 |
| Ameriprise Financial Services, Llc | Richmond | VA | 05/2022 | 06/2023 |
| United Brokerage Services, Inc. | Allen | VA | 06/2023 | 12/2023 |
| Fidelity Investments | Westlake | TX | 12/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
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