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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
10101 Twin Rivers Rd, Columbia, MD 21044-2675 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| -Calvert Hall College High School | -Towson | MD | 08/2018 | 05/2019 |
| -University Of South Carolina | -Columbia | SC | 08/2021 | 05/2022 |
| Hillendale Country Club | Md | MD | 04/2021 | 08/2021 |
| -Unemployed | -Glen Arm | MD | 05/2020 | 08/2020 |
| -University Of South Carolina | -Columbia | SC | 08/2020 | 04/2021 |
| Hillendale Country Club | Phoenix | MD | 04/2018 | 08/2018 |
| -None | -Glen Arm | MD | 05/2019 | 08/2019 |
| Tequila Frogs | Md | MD | 05/2022 | 08/2022 |
| Unemployed | Glen Arm | MD | 10/2023 | 02/2024 |
| Fidelity Investments | Columbia | MD | 03/2024 | Present |
| -University Of South Carolina | -Columbia | SC | 08/2022 | 01/2023 |
| Calvert Hall College High School | -Towson | MD | 08/2015 | 04/2018 |
| Sfg Wealth Managment | Md | MD | 01/2023 | 10/2023 |
| -University Of South Carolina | -Columbia | SC | 08/2019 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-05 |
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