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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
Centreville, VA • United States
1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group | Scottsdale | AZ | 08/2016 | 03/2022 |
| Enterprise Rent-A-Car | Jacksonville | NC | 08/2015 | 05/2016 |
| The Vanguard Group, Inc. | Malvern | PA | 03/2022 | 10/2022 |
| Fidelity Investments Llc | Alexandria | VA | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-12 |
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