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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Townsquare Interactive | Charlotte | NC | 03/2016 | 06/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 07/2017 | 04/2023 |
| Fidelity Investments | Hilton Head Island | SC | 05/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-23 |
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