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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | 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 |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Lancaster | PA | 05/2010 | 02/2020 |
| Pruco Securities, Llc | Lancaster | PA | 05/2010 | 02/2020 |
| Unemployed | Lancaster | PA | 02/2020 | 06/2020 |
| Fidelity Investments | King Of Prussia | PA | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-06 |
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