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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-22 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11957 Democracy Drive, Reston, VA 20190-5662 • United States
Woodbridge, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vellum Mortgage Inc | Fairfax | VA | 03/2020 | 08/2022 |
| Washingtonfirst Mortgage | Fairfax | VA | 01/2016 | 12/2017 |
| Unemployed | Centreville | VA | 01/2018 | 03/2020 |
| Unemployed | Concord | CA | 09/2022 | 03/2023 |
| Fidelity Investments | Walnut Creek | CA | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-01 |
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