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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
| OH | RA | APPROVED | 2025-03-31 |
Branch Locations
1800 Crocker Road, Westlake, OH 44145-6958 • United States
Cleveland, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lord Abbett | Jersey City | NJ | 07/2020 | 09/2024 |
| Unemployed | Bay Village | OH | 12/2019 | 07/2020 |
| Key Bank | Cleveland | OH | 08/2022 | 08/2024 |
| Lululemon | Westlake | OH | 06/2021 | 01/2022 |
| John Carroll | University Heights | OH | 05/2021 | 09/2022 |
| Lord Abbett | Jersey City | NJ | 07/2020 | 12/2020 |
| Ohio University | Athens | OH | 05/2018 | 12/2019 |
| Ohio University | Athens | OH | 08/2016 | 06/2020 |
| Unemployed | Bay Village | OH | 12/2020 | 05/2021 |
| Fidelity Investments | Westlake | OH | 09/2024 | Present |
| Malleys | Bay Village | OH | 09/2015 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-24 |
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