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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Maryland University College | Adelphi | MD | 04/2013 | 09/2017 |
| Scottrade, Inc. | Bethesda | MD | 03/2017 | 05/2017 |
| H. Beck, Inc. | Bethesda | MD | 10/2017 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 03/2020 | 03/2022 |
| Bank Of America, N.A. | North Bethesda | MD | 04/2020 | 03/2022 |
| Finra | Rockville | MD | 03/2022 | 08/2022 |
| Unemployed | Gaithersburg | MD | 08/2022 | 12/2022 |
| Fidelity Investments, Llc | Gaithersburg | MD | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-08 |
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