James Turner

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Randstad/ Vanguard	Malvern	PA	02/2017	03/2018
West Chester University	West Chester	PA	08/2012	12/2016
Magnus Health Care	West Chester	PA	04/2015	12/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	03/2018	02/2021
Bank Of America, N.A.	Pennington	NJ	02/2020	02/2021
Citizens Securities, Inc.	Fort Washington	PA	02/2021	09/2021
Fidelity Invesments	Merrimack	NH	09/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2017 → 03/2018

Randstad/ Vanguard

Malvern, PA
08/2012 → 12/2016

West Chester University

West Chester, PA
04/2015 → 12/2016

Magnus Health Care

West Chester, PA
03/2018 → 02/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
02/2020 → 02/2021

Bank Of America, N.A.

Pennington, NJ
02/2021 → 09/2021

Citizens Securities, Inc.

Fort Washington, PA
09/2021 → Present

Fidelity Invesments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-22
S63	Uniform Securities Agent State Law Examination	2017-10-30