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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bureau Of Motor Vehicles Red Bank Rd | Cincinnati | OH | 09/2019 | 10/2020 |
| Unemployed | Cincinnati | OH | 03/2025 | 05/2025 |
| Berea Midpark High School | Berea | OH | 08/2014 | 05/2017 |
| Fidelity Investments | Covington | KY | 06/2025 | Present |
| Fidelity Investments | Covington | KY | 10/2020 | 10/2022 |
| Unemployed | Brook Park | OH | 05/2017 | 08/2017 |
| Chabot For Congress | Cincinnati | OH | 08/2018 | 01/2019 |
| Chabot For Congress | Cincinnati | OH | 01/2019 | 09/2019 |
| Morgan Stanley | Cincinnati | OH | 10/2022 | 03/2025 |
| University Of Cincinnati | Cincinnati | OH | 08/2017 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-09 |
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