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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Blue Bell | PA | 10/2013 | 05/2017 |
| Pnc Investment Llc | Pittsburgh | PA | 10/2013 | 05/2017 |
| E*Trade Securities Llc | King Of Prussia | PA | 05/2017 | 01/2021 |
| E*Trade Capital Management Llc | King Of Prussia | PA | 05/2017 | 01/2021 |
| E*Trade Securities Llc | Berwyn | PA | 01/2021 | 10/2021 |
| E*Trade Capital Management Llc | Berwyn | PA | 01/2021 | 10/2021 |
| E*Trade Securities Llc | West Conshohocken | PA | 10/2021 | 04/2023 |
| E*Trade Capital Management Llc | West Conshohocken | PA | 10/2021 | 04/2023 |
| Morgan Stanley | West Conshohocken | PA | 01/2023 | 04/2023 |
| Fidelity Investments | Villanova | PA | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-06 |
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