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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
11957 Democracy Drive, Reston, VA 20190-5662 • United States
Ashburn, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Earl's Kitchen + Bar | Tysons | VA | 04/2021 | 02/2023 |
| Uncle Julio's | Reston | VA | 03/2011 | 12/2021 |
| Down Dog Yoga | Herndon | VA | 07/2019 | 02/2023 |
| Fidelity Investments | Reston | VA | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-119412|OrgNmn:True North Power Yoga|Org Addr:Herndon,Virginia,US|OBA Nature:Yoga Studio|Invst Rel:N|Title:Yoga Instructor |Duties:Teach yoga classes|StrtDt:01-18-25|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-19 |
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