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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Hilton Head Island, SC • United States
430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marriott Hotels | Hilton Head Island | SC | 03/2014 | 04/2017 |
| Pnc Bank | Hilton Head Island | SC | 04/2017 | 01/2018 |
| Aegis Capital Corp | Hilton Head Island | SC | 01/2018 | 06/2021 |
| A.G.P. / Alliance Global Partners | Hilton Head Island | SC | 06/2021 | 10/2022 |
| Fidelity Investments | Hilton Head Island | SC | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-25 |
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