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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Bethany Beach, DE • 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 |
|---|---|---|---|---|
| The Price Group Senior Life | Thomasville | GA | 01/2022 | 04/2022 |
| Rosalie's Grill | Chambersburg | PA | 07/2020 | 09/2020 |
| Michael E Barvinchack Dc.PC | Hagerstown | MD | 01/2020 | 04/2022 |
| Hagerstown Community College | Hagerstown | MD | 06/2020 | 12/2021 |
| North Hagerstown High School | Hagerstown | MD | 06/2017 | 06/2020 |
| Northern Middle School | Hagerstown | MD | 06/2014 | 06/2017 |
| Fidelity Investments | Jacksonville | FL | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-26 |
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