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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gc Commercial | Newport News | VA | 02/2015 | 04/2017 |
| Suntrust Investment Services, Inc | Richmond | VA | 06/2017 | 11/2019 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 08/2017 | 11/2019 |
| Ameriprise Financial Services, Inc | Midlothian | VA | 11/2019 | 10/2020 |
| John Patterson (State Farm) Insurance Agency | Glen Allen | VA | 11/2020 | 07/2021 |
| State Farm Vp Management Corp. | Glen Allen | VA | 01/2021 | 07/2021 |
| One Seven Dba North Mountain Wealth Management | Beachwood | OH | 03/2022 | 05/2022 |
| Unemployed | Henrico | VA | 07/2021 | 03/2022 |
| Fidelity Investments | Richmond | VA | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-11 |
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