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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
300 Main Street, Exton, PA 19341-3707 • United States
Lancaster, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 11/2017 | 07/2020 |
| Hartefeld National Golf Course | Avondale | PA | 04/2014 | 01/2017 |
| The Creamery | Kennett | PA | 06/2017 | 08/2017 |
| West Chester University | West Chester | PA | 08/2015 | 05/2017 |
| Unemployed | Avondale | PA | 08/2020 | 09/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2020 | 08/2021 |
| Unemployed | Avondale | PA | 09/2017 | 10/2017 |
| Fidelity Investments | King Of Prussia | PA | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-06 |
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