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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
11957 Democracy Drive, Reston, VA 20190-5662 • United States
Leesburg, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Ashburn | VA | 01/2023 | Present |
| Andrews International | Chantilly | VA | 01/2016 | 01/2017 |
| Imc | Poolesville | MD | 01/2018 | 12/2021 |
| Xcal | Ashburn | VA | 12/2021 | 12/2022 |
| Montgomery College | Rockville | MD | 01/2017 | 04/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-09 |
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