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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
Philadelphia, PA • United States
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 |
|---|---|---|---|---|
| Last Stop Sports Bar | Winooski | VT | 01/2018 | 04/2018 |
| Maxwells | Doylestown | PA | 06/2010 | 08/2017 |
| Bexr Logistix | Doylestown | PA | 06/2017 | 07/2017 |
| Vermont Army National Guard | Jericho | VT | 02/2015 | 09/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 12/2018 |
| Northwestern Mutual Investment Services Llc | Wellesley | MA | 06/2018 | 01/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2018 | 12/2018 |
| Civic Financial - Northwestern Mutual | Boston | MA | 01/2019 | 04/2021 |
| Fidelity Investments | Conshohocken | PA | 09/2022 | Present |
| University Of Vermont | Burlington | VT | 01/2014 | 05/2018 |
| Uber | Buckingham | PA | 07/2022 | 08/2022 |
| Brighton Bodega | Brighton | MA | 01/2019 | 03/2019 |
| Burlington Country Club | Burlington | VT | 06/2014 | 07/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-13 |
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