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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States
Columbus, OH • United States
470 Old Worthington Road Suite 200, Westerville, OH 43082 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wake Forest University | Winston Salem | NC | 09/2017 | 09/2020 |
| Mass General Physician Billing Organization | Charlestown | MA | 06/2019 | 08/2019 |
| J.P. Morgan Chase | Boston | MA | 07/2020 | 08/2020 |
| Uber | Winston Salem | NC | 09/2020 | 05/2021 |
| Wake Forest University | Winston Salem | NC | 08/2017 | 06/2021 |
| Saint Peter Marian High School | Worcester | MA | 08/2014 | 06/2017 |
| Nylife Securities Llc | Waltham | MA | 07/2021 | 03/2022 |
| New York Life Insurance Company | Waltham | MA | 02/2021 | 03/2022 |
| Eagle Strategies Llc | Waltham | MA | 10/2021 | 03/2022 |
| Fidelity Investments | Boston | MA | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-23 |
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