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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2019 | 06/2020 |
| Adp | Pittsburgh | PA | 09/2016 | 05/2019 |
| Insight Global | Pittsburgh | PA | 01/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 09/2020 | 10/2023 |
| Fidelity Investments | Pittsburgh | PA | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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