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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-10 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Fallon | NV | 03/2015 | 03/2017 |
| Farmers Insurance | Fernley | NV | 03/2017 | 03/2020 |
| Edward Jones | St Louis | MO | 03/2020 | 10/2020 |
| Unemployed | Reno | NV | 11/2020 | 03/2021 |
| Robert Allen Pools | Reno | NV | 04/2021 | 08/2021 |
| Fidelity Investments | Merrimack | NH | 08/2021 | 12/2021 |
| Fidelity Investments | Merrimack | NH | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-14 |
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