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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | 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 |
|---|---|---|---|---|
| Pdc Athletics | Furlong | PA | 09/2017 | 02/2018 |
| Good Stuff Thrift Inc | Doylestown | PA | 03/2018 | 08/2018 |
| Outback Steakhouse | State College | PA | 10/2018 | 05/2022 |
| Alden Investment Group | Doylestown | PA | 05/2021 | 11/2021 |
| Fidelity Investments | King Of Prussia | PA | 06/2022 | Present |
| Central Bucks East Highschool | Doylestown | PA | 03/2011 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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