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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-25 |
Branch Locations
11114 West Broad St, Glen Allen, VA 23060-5813 • United States
Richmond, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roger Williams University | Bristol | RI | 08/2018 | 05/2021 |
| Fidelity Investments | Richmond | VA | 07/2026 | Present |
| Uncle Jon'S Coffee | Marion | MA | 08/2014 | 07/2022 |
| Fidelity Investments | Richmond | VA | 12/2022 | 10/2023 |
| Catholic University | Washington Dc | DC | 08/2017 | 08/2018 |
| University Of Richmond | Richmond | VA | 10/2022 | 12/2022 |
| Tcv Trust And Wealth Management | Richmond | VA | 10/2023 | 08/2024 |
| Law Office Of Robert G. Moore | Mattapoisett | MA | 09/2020 | 09/2021 |
| Unemployed | Richmond | VA | 07/2022 | 10/2022 |
| Charles Schwab | Richmond | VA | 08/2024 | 07/2026 |
| Bishop Stang High School | Mattapoisett | MA | 09/2012 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
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