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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-13 |
Branch Locations
150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States
7204 Glen Forest Drive Suite 308, Richmond, VA 23234 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 03/2006 | 07/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| Cerity Partners Llc | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-13 |
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