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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Indianapolis | IN | 04/2022 | 10/2022 |
| J.P. Morgan Chase | Indianapolis | IN | 05/2019 | 12/2021 |
| Tiffany And Co. | Indianapolis | IN | 08/2017 | 03/2019 |
| H.H. Gregg | Indianapolis | IN | 03/2014 | 05/2017 |
| Fidelity Investments | Indianapolis | IN | 11/2022 | Present |
| Unemployed | Indianapolis | IN | 05/2017 | 07/2017 |
| Unemployed | Indianapolis | IN | 03/2019 | 05/2019 |
| Unemployed | Indianapolis | IN | 01/2022 | 04/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-09 |
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