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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susquehanna University | Selinsgrove | PA | 08/2013 | 06/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 10/2017 | 07/2020 |
| Unemployed | West Chester | PA | 06/2017 | 10/2017 |
| Fidelity Investments | New York | NY | 08/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-29 |
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