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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | 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. | Malvern | PA | 10/2017 | 09/2021 |
| Dominos | Exton | PA | 03/2014 | 09/2017 |
| West Chester University | West Chester | PA | 08/2013 | 12/2016 |
| Unemployed | Phoenixville | PA | 09/2021 | 04/2022 |
| Fidelity Investments | Phoenixville | PA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-29 |
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