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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 | 2025-03-31 |
Branch Locations
797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2018 | 10/2023 |
| Dickinson College | Carlisle | PA | 08/2013 | 05/2017 |
| Global Leadership Academy | Philadelphia | PA | 08/2017 | 11/2017 |
| Fidelity Investments | Villanova | PA | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-08 |
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