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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States
3100 West Ray Road Suite 201, Chandler, AZ 85226-2470 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Funnel Clarity | Arlington | VA | 07/2015 | 06/2017 |
| Accenture Federal Services | Arlington | VA | 08/2019 | 09/2020 |
| Street Shares | Reston | VA | 10/2018 | 08/2019 |
| Folio Investing | Mclean | VA | 08/2017 | 10/2018 |
| Unemployed | Falls Church | VA | 01/2010 | 08/2017 |
| Falls Church High School | Falls Church | VA | 03/2018 | 05/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2020 | 03/2021 |
| Northwestern Mutual Investment Services Llc | Mc Lean | VA | 09/2020 | 03/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2021 | 03/2021 |
| Robinhood Financial, Llc | Denver | CO | 04/2021 | 10/2022 |
| Robinhood Markets, Inc | Denver | CO | 06/2022 | 10/2022 |
| Fidelity Investments | Phoenix | AZ | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-05 |
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