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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
1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Philadelphia | PA | 11/2022 | Present |
| Tri State Financial Advisors | Philadelphia | PA | 03/2022 | 09/2022 |
| Unemployed | Pottstown | PA | 09/2022 | 11/2022 |
| Unemployed | Pottstown | PA | 09/2021 | 03/2022 |
| Spring Hollow Golf Course | Royersford | PA | 06/2021 | 09/2021 |
| Unemployed | Pottstown | PA | 01/2021 | 06/2021 |
| Wordtech | Pottstown | PA | 10/2020 | 01/2021 |
| Unemployed | Pottstown | PA | 09/2019 | 10/2020 |
| P.J. Reilly Contracting | Chester Springs | PA | 05/2019 | 09/2019 |
| Unemployed | Pottstown | PA | 02/2018 | 05/2019 |
| Walmart | Pottstown | PA | 01/2018 | 02/2018 |
| Unemployed | Pottstown | PA | 12/2012 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-16 |
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