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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Lewis Tiffany & Co | Pittsburgh | PA | 02/2022 | 06/2022 |
| Tuxedo Junction, Inc. | Pittsburgh | PA | 01/2020 | 02/2022 |
| Macy's Inc | Erie | PA | 11/2019 | 01/2020 |
| Charter Communications Inc | Erie | PA | 05/2018 | 07/2019 |
| Dr. Gertrude A. Barber National Institute | Erie | PA | 08/2012 | 12/2017 |
| Erac Co Of Pittsburgh, Llc | Erie | PA | 04/2018 | 04/2018 |
| Unemployed | Pittsburgh | PA | 07/2022 | 07/2022 |
| Unemployed | Erie | PA | 08/2019 | 10/2019 |
| Unemployed | Erie | PA | 12/2017 | 03/2018 |
| Fidelity Investments | Covington | KY | 12/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 08/2022 | 03/2023 |
| Unemployed | Pittsburgh | PA | 03/2023 | 12/2023 |
| J.P. Morgan Securities, Llc | Pittsburgh | PA | 08/2022 | 03/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-29 |
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