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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-31 |
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States
Washington, DC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army Reserve | Jackson | MS | 12/2008 | 12/2019 |
| Morgan Stanley | Jackson | MS | 07/2014 | 10/2019 |
| Brookstone Capital Management/Jd Mellburg | Wheaton | IL | 10/2019 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ridgeland | MS | 04/2020 | 10/2022 |
| Bank Of America, N.A. | Ridgeland | MS | 04/2020 | 10/2022 |
| Fidelity Investments | Bethesda | MD | 11/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-118225|OrgNmn:Capital Solar Condominium|Org Addr:Washington,District o,US|OBA Nature:Homeonwners association for th|Invst Rel:N|Title:Officer|Duties:attend board meetings and vote on matters pertaining to our building |StrtDt:04-08-25|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-25 |
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