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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
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 |
|---|---|---|---|---|
| South State Bank | Richmond | VA | 04/2017 | 06/2022 |
| Ann Taylor Loft | Midlothian | VA | 09/2014 | 12/2018 |
| Barber Martin Agency (Now Yebo) | Richmond | VA | 01/2016 | 12/2016 |
| Fidelity Investments | Midlothian | VA | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-09 |
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