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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-31 |
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 10/2013 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 07/2018 | 04/2022 |
| Bank Of America, N.A. | Hunt Valley | MD | 07/2018 | 04/2022 |
| Unemployed | Monnkton | MD | 05/2018 | 07/2018 |
| Unemployed | Kennett Square | PA | 04/2022 | 06/2022 |
| Fidelity Investments | Greenville | DE | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-05 |
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