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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • United States
Bluffton, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 06/2024 | Present |
| Clemson University Marketing And Communications | Clemson | SC | 08/2022 | 05/2024 |
| Full Time Student | Clemson | SC | 08/2020 | 05/2024 |
| Amazon-Den2 | Aurora | CO | 06/2023 | 08/2023 |
| Ambler Area Ymca | Ambler | PA | 12/2022 | 01/2023 |
| Twin Spring Farm Day School And Camp | Ambler | PA | 06/2017 | 08/2022 |
| Unemployed | Ambler | PA | 05/2020 | 07/2020 |
| Full Time Student | Fort Washington | PA | 05/2014 | 05/2020 |
| Goldfish Swim School | Fort Washington | PA | 11/2019 | 03/2020 |
| Olive Garden | North Wales | PA | 12/2018 | 04/2019 |
| Maple Settlement Services | Maple Glen | PA | 06/2018 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-02 |
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