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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Vienna | VA | 05/2022 | 06/2023 |
| Petsmart | Vienna | VA | 05/2015 | 09/2021 |
| Northern Va Community College | Annandale | VA | 08/2015 | 05/2017 |
| George Mason University | Fairfax | VA | 08/2017 | 05/2022 |
| Fidelity Investments | Tysons Corner | VA | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-09 |
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