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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-22 |
Branch Locations
Owings Mills, MD • United States
10101 Twin Rivers Rd, Columbia, MD 21044-2675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services, Inc. | Owings Mills | MD | 01/2024 | 06/2025 |
| Western And Southern Life | Owings Mills | MD | 12/2023 | 01/2024 |
| Unemployed | Baltimore | MD | 10/2023 | 11/2023 |
| Spark Investments Llc | Boca Grande | FL | 04/2022 | 10/2023 |
| Unemployed | Baltimore | MD | 07/2021 | 03/2022 |
| Kenyon College | Gambier | OH | 08/2017 | 06/2021 |
| Unemployed | Baltimore | MD | 06/2017 | 07/2017 |
| The Boys' Latin School Of Maryland | Baltimore | MD | 09/2016 | 05/2017 |
| Unemployed | Baltimore | MD | 06/2025 | 01/2026 |
| Fidelity Investments | Columbia | MD | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-15 |
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