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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
11114 West Broad St, Glen Allen, VA 23060-5813 • United States
Henrico, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Glen Allen | VA | 08/2023 | Present |
| Td Canada Trust | Mississauga | 03/2019 | 04/2021 | |
| Meridian Credit Union (Capstone Project) | Oshawa | 09/2017 | 04/2018 | |
| Mars Freight Ltd. | North York | 05/2016 | 09/2016 | |
| Unemployed | Georgetown | 04/2021 | 02/2023 | |
| Unemployed | Georgetown | 04/2018 | 03/2019 | |
| Ontario Tech University Ontario | Oshawa | 09/2013 | 04/2018 | |
| Unemployed | Chesterfield | VA | 02/2023 | 08/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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