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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-31 |
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Philadelphia, PA • United States
4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | King Of Prussia | PA | 04/2022 | Present |
| Sei Investments | Oaks | PA | 10/2021 | 04/2022 |
| Accounting Principals | Philadelphia | PA | 07/2021 | 10/2021 |
| Carlinos Market And Specialty Foods | Ardmore | PA | 01/2016 | 12/2019 |
| Pennsylvania State University | State College | PA | 01/2020 | 06/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-18 |
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