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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-23 |
| MD | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Hunt Valley | MD | 02/2016 | 06/2018 |
| Mass Mutual Life Insurance Company | Hunt Valley | MD | 03/2016 | 06/2018 |
| Triad Advisors Llc | Norcross | GA | 06/2018 | 08/2018 |
| Planning Solutions Group | Fulton | MD | 06/2018 | 08/2018 |
| Wms Partners, Llc | Towson | MD | 10/2018 | 10/2020 |
| Unemployed | Lutherville-Timonium | MD | 08/2018 | 10/2018 |
| Fidelity Investments | Towson | MD | 07/2021 | Present |
| Unemployed | Lutherville-Timonium | MD | 11/2020 | 06/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2016-09-23 |
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