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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 |
|---|---|---|---|---|
| Oif Exporting | Centerville | OH | 03/2014 | 07/2017 |
| Sherwin Williams Paint Company | Springfield | OH | 07/2017 | 09/2018 |
| Cox Media Group | Dayton | OH | 10/2018 | 07/2020 |
| Full-Time Education | Columbus | OH | 06/2010 | 04/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2020 | 08/2021 |
| Northwestern Mutual Investment Services Llc | Beavercreek | OH | 03/2021 | 08/2021 |
| Fidelity Investments | Covington | KY | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-18 |
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