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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | 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 |
|---|---|---|---|---|
| Principal Life Insurance | Rye Brook | NY | 01/2016 | 04/2018 |
| Principal Securities, Inc. | Rye Brook | NY | 01/2016 | 07/2018 |
| Principal Securities Inc | New York | NY | 01/2020 | 12/2021 |
| Principal Financial | Rye Brook | NY | 04/2018 | 12/2019 |
| Fidelity Investments | King Of Prussia | PA | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-07 |
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