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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Glen Allen | VA | 04/2015 | 11/2017 |
| Td Ameritrade Investment Management, Llc | Glen Allen | VA | 04/2015 | 11/2017 |
| Tiaa | Richmond | VA | 11/2017 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Richmond | VA | 11/2017 | 11/2020 |
| Fidelity Investments | Covington | KY | 05/2021 | Present |
| Self Employed | Powhatan | VA | 11/2020 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-20 |
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