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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Conshohocken | PA | 09/2023 | 06/2024 |
| E*Trade Capital Management Llc | West Conshohocken | PA | 03/2022 | 06/2024 |
| Morgan Stanley | West Conshohoken | PA | 03/2022 | 06/2024 |
| Fidelity Investments | Philadelphia | PA | 06/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 12/2013 | 03/2022 |
| E*Trade Securities Llc | West Conshohocken | PA | 03/2022 | 06/2024 |
| Bank Of America, N.A. | Philadelphia | PA | 12/2013 | 03/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-110402|OrgNmn:Rental Property|Org Addr:Utica,New York,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner|Duties:Landlord|StrtDt:03-22-24|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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