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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States
Chesterfield, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 03/2022 | Present |
| University Of Massachusetts Global | Forest | VA | 03/2021 | 12/2021 |
| Inphase Inc. | Lynchburg | VA | 10/2020 | 03/2021 |
| Inphase Inc. | Lynchburg | VA | 07/2019 | 08/2020 |
| Walmart | Lynchbur | VA | 05/2018 | 07/2019 |
| Kroger | Forest | VA | 06/2017 | 05/2018 |
| Brauburger | Forest | VA | 07/2016 | 05/2017 |
| Central Virginia Community College | Lynchburg | VA | 08/2016 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-07 |
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