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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 09/2022 | Present |
| Aramark | Pittsburgh | PA | 07/2022 | 09/2022 |
| Unitersity Of Mount Union | Alliance | OH | 08/2018 | 05/2022 |
| Unemployed | Pittsburgh | PA | 05/2022 | 07/2022 |
| Jersey Mikes | Alliance | OH | 05/2020 | 09/2021 |
| S&S Inc | Ambridge | PA | 06/2019 | 08/2019 |
| Panera Bread | Pittsburgh | PA | 02/2018 | 12/2018 |
| Imani Christian Academy | Pittsburgh | PA | 08/2017 | 05/2018 |
| Vincentian Academy | Mcandless | PA | 08/2014 | 07/2017 |
| Shop N Save | Pittsburgh | PA | 12/2015 | 07/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
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