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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centenium Advisors, Llc | New York | NY | 04/2022 | 11/2022 |
| Richmond City Public Schools-John B. Cary Elementary | Richmond | VA | 08/2021 | 03/2022 |
| Anderson District 5-Westside High School | Anderson | SC | 08/2020 | 06/2021 |
| Pickens County Schools-Easley High School | Easley | SC | 08/2019 | 06/2020 |
| Craven County Schools-Havelock High School | Havelock | NC | 08/2013 | 05/2019 |
| Fidelity Investments | Midlothian | VA | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-18 |
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