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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
2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Under Armour | Hershey | PA | 08/2017 | 02/2018 |
| Central Dauphin School District | Harrisburg | PA | 11/2017 | 02/2018 |
| Desales University | Center Valley | PA | 08/2013 | 05/2017 |
| Citizens Bank | York | PA | 02/2018 | 12/2020 |
| Citizens Securities, Inc. | Souderton | PA | 02/2018 | 12/2020 |
| Unemployed | Harrisburg | PA | 05/2017 | 08/2017 |
| Citizens Securities, Inc. | East Norriton | PA | 01/2021 | 06/2021 |
| Citizens Bank | East Norriton | PA | 01/2021 | 06/2021 |
| Citizens Securities Inc. | Fort Washington | PA | 06/2021 | 01/2022 |
| Citizens Bank, N.A | Fort Washington | PA | 06/2021 | 01/2022 |
| Citizens Securities, Inc. | Fort Washington | PA | 01/2022 | 04/2023 |
| Fidelity Investments | Center Valley | PA | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-98503|OrgNmn:PIAA|Org Addr:Mechanicsb,Pennsylvan,US|OBA Nature:Pennsylvania Interscholastic A|Invst Rel:N|Title:Independent Contractor|Duties:I officiate high school and youth basketball games outside of work hours|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-03 |
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