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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio Laser Llc | Dublin | OH | 01/2020 | 11/2020 |
| Muirfield Village Country Club | Dublin | OH | 04/2018 | 11/2021 |
| Fidelity Investments | Covington | KY | 01/2022 | 04/2024 |
| Dublin Coffman | Dublin | OH | 01/2013 | 01/2018 |
| Stoneburner Wealth Management, Llc | Dublin | OH | 06/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-20 |
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