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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Giant Eagle | Pittsburgh | PA | 08/2010 | 05/2017 |
| Citizens Bank | Pittsburgh | PA | 05/2017 | 02/2018 |
| Modis Inc | Pittsburgh | PA | 02/2018 | 09/2018 |
| Bny Mellon | Pittsburgh | PA | 09/2018 | 12/2019 |
| Enterprise Bank | Pittsburgh | PA | 12/2019 | 01/2023 |
| Fidelity Investments | Cranberry Township | PA | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
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