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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
Doylestown, PA • United States
2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2022 | 03/2023 |
| Unemployed | Philadelphia | PA | 03/2022 | 06/2022 |
| Centerpoint Group | Mount Laurel | NJ | 05/2019 | 02/2022 |
| Drexel University Lebow College Of Business | Philadelphia | PA | 09/2018 | 04/2019 |
| Unemployed | Philadephia | PA | 06/2018 | 08/2018 |
| Concorde Inc. | Philadelphia | PA | 08/2016 | 05/2018 |
| Moonraker Coffee | Philadelphia | PA | 03/2022 | 03/2023 |
| Fidelity Investments Llc | Covington | KY | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-101938|OrgNmn:Mosin Nagant ( music band)|Org Addr:Philadelph,Pennsylvan,US|OBA Nature:music/ entertainment|Invst Rel:N|Title:Musician/ Guitarist|Duties:Practice and play music live at music venues|StrtDt:08-22-23|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-28 |
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