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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED | 2026-07-22 |
Branch Locations
2009 Park Place, El Segundo, CA 90245-4754 • United States
West Hollywood, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 11/2020 | Present |
| Florida State University - University Housing | Tallahassee | FL | 01/2017 | 05/2020 |
| Florida State University - Department Of Political Science | Tallahassee | FL | 01/2018 | 05/2020 |
| Florida State University - New Student And Family Programs | Tallahassee | FL | 05/2018 | 05/2019 |
| Florida State University | Tallahassee | FL | 08/2016 | 05/2020 |
| Columbia University High School Programs | New York | NY | 06/2019 | 08/2020 |
| Columbia University High School Programs | New York | NY | 06/2020 | 08/2020 |
| Columbia University High School Programs | Jacksonville | FL | 10/2020 | 10/2020 |
OBA-123200|OrgNmn:Alion Entertainment |Org Addr:West Holly,California,US|OBA Nature:Entertainment business represe|Invst Rel:N|Title:Employee|Duties:Event planning, scheduling assistance, artist management|StrtDt:11-17-25|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-09 |
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