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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
Washington, DC • United States
1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Pools | Arlington | VA | 05/2016 | 09/2016 |
| Victoria's Secret | Christiansburg | VA | 10/2016 | 01/2017 |
| Panera Bread | Christiansburg | VA | 11/2016 | 03/2017 |
| Cookout | Radford | VA | 03/2017 | 05/2017 |
| Community Pools | Arlington | VA | 05/2017 | 08/2017 |
| Walmart Inc. | Radford | VA | 04/2018 | 01/2020 |
| Best Buy | Falls Church | VA | 10/2020 | 01/2022 |
| Addison Group | Washington | DC | 10/2021 | 01/2022 |
| Fidelity Investments | Washington | DC | 01/2022 | Present |
| Unemployed | Radford | VA | 08/2017 | 04/2018 |
| Unemployed | Arlington | VA | 01/2020 | 10/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-04 |
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