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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1356 Third Avenue, New York, NY 10075-0461 • United States
320 Park Avenue, New York, NY 10022-6815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantlers River Side Inn | Annapolis | MD | 04/2015 | 07/2023 |
| Amazon | Baltimore | MD | 05/2020 | 05/2020 |
| Lockton Companies | Washington | DC | 06/2022 | 08/2022 |
| The Severn School | Severna Park | MD | 08/2015 | 04/2019 |
| Furman University | Greenville | SC | 08/2019 | 04/2020 |
| Gettysburg College | Gettysburg | PA | 08/2020 | 04/2023 |
| Fidelity Investments | New York | NY | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-23 |
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