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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
| AZ | RA | APPROVED | 2025-03-31 |
Branch Locations
7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doordash | San Francisco | CA | 03/2020 | 05/2021 |
| Epsarc | Plymouth Meeting | PA | 01/2024 | 05/2024 |
| The Club At Twin Lakes | Allentown | PA | 03/2020 | 04/2020 |
| Parkland High School | Allentown | PA | 09/2016 | 06/2020 |
| Kutztown University Of Pennsylvania | Kutztown | PA | 08/2020 | 08/2024 |
| Fidelity Investments | Chandler | AZ | 08/2024 | Present |
| Fedex Ground | Breinigsville | PA | 11/2021 | 06/2022 |
| Fedex Ground | Breinigsville | PA | 12/2020 | 01/2021 |
| Fidelity Investments | Marlton | NJ | 06/2023 | 08/2023 |
| Epsarc | Plymouth Meeting | PA | 03/2017 | 12/2022 |
| Schnecksville Diner | Schnecksville | PA | 03/2019 | 11/2019 |
| Weis Markets | Kutztown | PA | 08/2021 | 11/2021 |
| Weis Markets | Schnecksville | PA | 05/2020 | 08/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-04 |
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