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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 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grubbs Chevrolet | Woodstock | VA | 05/2014 | 06/2017 |
| Citizens Bank | Pittsburgh | PA | 07/2017 | 07/2019 |
| Citizens Securities, Inc | Pittsburgh | PA | 10/2017 | 07/2019 |
| The Huntington National Bank | Pittsburgh | PA | 07/2019 | 04/2021 |
| The Huntington Investement Company | Columbus | OH | 08/2019 | 04/2021 |
| Jp Morgan Chase Bank, N.A. | Pittsburgh | PA | 04/2021 | 09/2022 |
| Jp Morgan Securities Llc | Pittsburgh | PA | 04/2021 | 09/2022 |
| Fidelity Investments | Covington | KY | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-23 |
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