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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| OH | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Securities, Llc | Dublin | OH | 09/2015 | 01/2018 |
| Nationwide Investment Services Corp | Columbus | OH | 01/2018 | 05/2019 |
| Golden Reserve Llc | Dublin | OH | 01/2022 | 03/2022 |
| Fedex | Grove City | OH | 11/2021 | 01/2022 |
| Mac Tools | Columbus | OH | 06/2021 | 11/2021 |
| Stupski Construction | Sunbury | OH | 02/2020 | 04/2021 |
| Lmk Equine, Llc | Galena | OH | 05/2019 | 09/2019 |
| Coulter Ventures Dba Rogue Fitness | Columbus | OH | 11/2021 | 12/2021 |
| Nesco Resource | Grove City | OH | 05/2021 | 06/2021 |
| Unemployed | Grove City | OH | 10/2019 | 01/2020 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 03/2022 | 10/2022 |
| J.P. Morgan Securities Llc | Westerville | OH | 03/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grove City | OH | 10/2022 | 04/2023 |
| Bank Of America, N.A. | Grove City | OH | 01/2023 | 04/2023 |
| Fidelity Investments | Westlake | TX | 08/2024 | Present |
| Bryan Cowdery Inc | Commercial Point | OH | 05/2024 | 08/2024 |
| Stupski P&P Painting | Mount Vernon | OH | 07/2023 | 05/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-118088|OrgNmn:Wolfeman's Plantz & Jamz|Org Addr:Circlevill,Ohio,US|OBA Nature:Local Farmers Market to suppor|Invst Rel:N|Title:Sole Proprietor|Duties:Owner and Operator, farmers market is outside regular business hours|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-25 |
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