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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Orlando | FL | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 12/2017 |
| Pnc Investments | Pittsburgh | PA | 04/2018 | 10/2018 |
| Unemployed | Winter Garden | FL | 12/2017 | 04/2018 |
| Pnc Bank | Pittsburgh | PA | 04/2018 | 04/2019 |
| Pnc Investments | Pittsburgh | PA | 04/2019 | 05/2021 |
| Fidelity Investments | Winter Garden | FL | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-01 |
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