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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
Pittsburgh, PA • United States
1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Pittsburgh | PA | 04/2015 | 06/2017 |
| Jp Morgan Investment Management | Columbus | OH | 06/2017 | 04/2019 |
| Fidelity Investments | Columbus | OH | 04/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-30 |
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