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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspire, Loyola University Maryland | Baltimore | MD | 05/2021 | 05/2022 |
| Fox Corporation | New York | NY | 07/2020 | 08/2020 |
| Full-Time Education | Baltimore | MD | 08/2020 | 05/2021 |
| Full-Time Education | Chatham | NJ | 09/2016 | 06/2017 |
| Chatham Fish And Game Club | Chatham | NJ | 06/2017 | 08/2017 |
| Full-Time Education | Chatham | NJ | 09/2017 | 06/2018 |
| Chatham Fish And Game Club | Chatham | NJ | 06/2018 | 08/2018 |
| Full-Time Education | Baltimore | MD | 08/2018 | 05/2019 |
| Unemployed | Chatham | NJ | 05/2019 | 09/2019 |
| Full-Time Education | Baltimore | MD | 09/2019 | 05/2020 |
| Unemployed | Chatham | NJ | 05/2020 | 07/2020 |
| Unemployed | Chatham | NJ | 05/2022 | 08/2022 |
| Fidelity Investments | Towson | MD | 08/2022 | Present |
| Full-Time Education | Baltimore | MD | 08/2021 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-04 |
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