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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
Branch Locations
610 York Road, Towson, MD 21204-4102 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Tysons Corner | VA | 06/2020 | 06/2021 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2017 | 05/2020 |
| University Of Mount Olive | Mount Olive | NC | 08/2016 | 05/2017 |
| Woodbridge Senior High School | Woodbridge | VA | 08/2011 | 06/2016 |
| Bmk Construction | Woodbridge | VA | 05/2019 | 08/2019 |
| Panel Systems Inc | Woodbridge | VA | 06/2018 | 08/2018 |
| Titan Pool Service Inc. | Manassas | VA | 05/2014 | 08/2016 |
| Ameriprise Financial Services, Llc | Falls Church | VA | 06/2021 | 06/2023 |
| Fidelity Investments | Towson | MD | 11/2023 | Present |
| Unemployed | Alexandria | VA | 06/2023 | 11/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-02 |
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