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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Newark | DE | 03/2017 | 11/2017 |
| Jpmorgan Securities Llc | Newark | DE | 03/2017 | 11/2017 |
| Bank Of America | Philadelphia | PA | 05/2016 | 03/2017 |
| Jason Goldstein/1847Finanical | Conshohocken | PA | 07/2014 | 07/2016 |
| Tiaa | Philadelphia | PA | 11/2017 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 11/2017 | 11/2020 |
| Fidelity Investments | King Of Prussia | PA | 04/2021 | Present |
| Unemployed | Deptford | NJ | 11/2020 | 04/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-121591|OrgNmn:ChicVibes|Org Addr:Glen Mills,Pennsylvan,US|OBA Nature:Online Retail Clothing Sales |Invst Rel:N|Title:Partner|Duties:Listing clothing and Accessary's online for sale |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-18 |
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