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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2017 | 01/2022 |
| Lexus Of Richmond | Richmond | VA | 02/2014 | 07/2017 |
| Virginia Commonwealth University | Richmond | VA | 01/2014 | 12/2016 |
| Fidelity Investments | Merrimack | NH | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-03 |
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