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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Towson | MD | 11/2013 | 05/2017 |
| Pnc Bank | Towson | MD | 11/2013 | 05/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 06/2017 | Present |
| Suntrust Bank | Laurel | MD | 06/2017 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 06/2017 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-62105|OrgNmn:HarpBuilders LLC|Org Addr:Baltimore,Maryland,US|OBA Nature:Puchase, selling, and renting |Invst Rel:Y|Title:Partner|Duties:passive investment|StrtDt:08-16-21|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-15 |
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