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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Camp Hill | PA | 05/2017 | 08/2017 |
| Lowe's | Mechanicsburg | PA | 05/2017 | 07/2017 |
| At&T | Harrisburg | PA | 05/2017 | 06/2017 |
| Mass Mutual - Ufinancial Group | Mechanicsburg | PA | 11/2016 | 04/2017 |
| Enterprise Holdings | Harrisburg | PA | 01/2016 | 03/2017 |
| Flagger Force | Hummelstown | PA | 09/2017 | 03/2018 |
| Rbc Capital Markets, Llc. | Lancaster | PA | 03/2018 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2021 | 09/2021 |
| Lowe's | Harrisburg | PA | 01/2018 | 03/2018 |
| Ups | Middletown | PA | 10/2018 | 02/2019 |
| C&J Catering | Middletown | PA | 05/2019 | 12/2019 |
| Kelly Services | Middletown | PA | 08/2017 | 09/2017 |
| Equitable Advisors, Llc | New York | NY | 09/2021 | 03/2022 |
| Wells Fargo Bank, Na | Livingston | NJ | 03/2022 | 03/2023 |
| Wells Fargo Clearing Services, Llc | Livingston | NJ | 03/2022 | 03/2023 |
| Shutterfly Lifetouch | Poughkeepsie | NY | 11/2021 | 03/2022 |
| Gap | Fishkill | NY | 11/2021 | 11/2021 |
| Fidelity Investments | Jersey City | NJ | 04/2023 | Present |
| Lowe's | Poughkeepsie | NY | 09/2020 | 09/2020 |
| The Jdk Group | Camp Hill | PA | 05/2019 | 07/2019 |
| Legends Catering | York | PA | 04/2018 | 06/2018 |
| Arbitersports | Sandy | UT | 08/2022 | 03/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-98256|OrgNmn:Duclair Productions|Org Addr:King of Pr,Pennsylvan,US|OBA Nature:Freelance photographer.|Invst Rel:N|Title:Photographer and Videographer|Duties:Freelance photography.|StrtDt:03-13-21|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-27 |
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