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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
Branch Locations
1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johns Eastern Company | Columbia | MD | 10/2012 | 09/2021 |
| Unemployed | Annapolis | MD | 09/2021 | 01/2022 |
| Fidelity Investments | Annapolis | MD | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-01 |
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