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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 |
|---|---|---|---|---|
| Fifth Third Bank | Cincinnati | OH | 04/2017 | 03/2022 |
| Larosa'S | Cincinnati | OH | 06/2014 | 04/2017 |
| Fifth Third Securities | Cincinnati | OH | 10/2020 | 03/2022 |
| Fidelity Investments | Covington | KY | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-29 |
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