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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Tilly | Clarks Summit | PA | 01/2021 | 05/2021 |
| Lehigh Univeristy | Bethlehem | PA | 08/2023 | 06/2024 |
| Fidelity Investments | Philadelphia | PA | 06/2024 | Present |
| Sterling Investment Advisors | Berwyn | PA | 06/2023 | 08/2023 |
| Lehigh University | Bethlehem | PA | 08/2022 | 06/2023 |
| Unemployed | Clarks Summit | PA | 06/2014 | 08/2020 |
| Lehigh University | Bethlehem | PA | 08/2020 | 01/2021 |
| The Giving Tree Wellness Center | Scranton | PA | 05/2021 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-117113|OrgNmn:Link To Know It Social Media Site|Org Addr:Philadelph,Pennsylvan,US|OBA Nature:I currently have compensation |Invst Rel:N|Title:Content Creator |Duties:Posting pictures, video content 6-8 times per week|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
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