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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stancorp Equities, Inc. | Cincinnati | OH | 02/2010 | 12/2017 |
| The Huntington Investment Company | Columbus | OH | 12/2017 | 01/2020 |
| Raymond James Financial Services Advsiors, Inc. | Cincinnati | OH | 02/2020 | 08/2020 |
| Raymond James Financial Services Advsiors, Inc. | Cincinnati | OH | 02/2020 | 08/2020 |
| First Financial Wealth Management | Cincinnati | OH | 02/2020 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 08/2020 | 06/2021 |
| Bank Of America, N.A. | Cincinnati | OH | 08/2020 | 06/2021 |
| Fidelity Investments | Covington | KY | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-26 |
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