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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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 11/2020 | Present |
| Rmh Franchise, Inc. | Fairfield | OH | 11/2018 | 11/2020 |
| Community-First Solutions | Hamilton | OH | 11/2015 | 11/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130597|OrgNmn:DoorDash|Org Addr:West Chest,Ohio,US|OBA Nature:Delivering Food|Invst Rel:N|Title:DoorDash Delivery Driver|Duties:No specific schedule, structure, or responsibilities that would include scheduled times, etc.|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|OBA-90608|OrgNmn:MT Events|Org Addr:Hamilton,Ohio,US|OBA Nature:DJ and Event Services|Invst Rel:N|Title:Director|Duties:I'll be the owner of the company and sole operator of the business.|StrtDt:08-13-22|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-21 |
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