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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-30 |
| KY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5101 Levis Commons Blvd, Perrysburg, OH 43551-7146 • United States
Perrysburg, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mount St. Joseph University | Cincinnati | OH | 07/2015 | 05/2019 |
| Agar Marketing | Cincinnati | OH | 06/2019 | 10/2019 |
| Griffin Elite Sports & Wellness | Erlanger | KY | 10/2019 | 05/2020 |
| Door Dash | Edgewood | KY | 06/2018 | 05/2020 |
| 167 Signs | Newport | KY | 07/2019 | 05/2020 |
| Fidelity Investments | Covington | KY | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-23 |
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