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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| PA | RA | APPROVED | 2025-04-09 |
Branch Locations
300 Main Street, Exton, PA 19341-3707 • United States
West Chester, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployd | Columbus | OH | 02/2016 | 02/2017 |
| Millersville University | Pa | PA | 04/2019 | 04/2024 |
| Fidelity Investments | Exton | PA | 05/2024 | Present |
| Maryville College | Maryville | TN | 02/2017 | 02/2018 |
| Malone University | Oh | OH | 02/2018 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-03 |
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