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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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 |
|---|---|---|---|---|
| First Clearing | Glen Allen | VA | 04/2016 | 11/2016 |
| Wells Fargo Advisors, Llc | St. Louis | MO | 11/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 11/2016 | 06/2019 |
| Wells Fargo Clearing Services | Glen Allen | VA | 06/2019 | 07/2021 |
| Fidelity Investments | Henrico | VA | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-03 |
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