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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
| MD | RA | APPROVED | 2025-07-21 |
| VA | RA | APPROVED | 2025-07-21 |
Branch Locations
7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carlino'S Market | Ardmore | PA | 11/2021 | 05/2022 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2022 | 06/2025 |
| Saint Joseph'S University | Philadelphia | PA | 08/2018 | 05/2022 |
| Silver New American Brasserie | Washington | DC | 06/2018 | 01/2019 |
| Fidelity Investments | Bethesda | MD | 06/2025 | Present |
| Gonzaga College High School | Washington | DC | 08/2014 | 05/2018 |
| High Sierra Pools | Washington | DC | 07/2020 | 07/2022 |
| National Association Of Real Estate Investment Trusts | Washington | DC | 06/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-01 |
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