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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
200 Pinecrest Drive, Orange, OH 44122-4207 • United States
Macedonia, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Woodmere Village | OH | 01/2024 | Present |
| Brooks International | West Palm Beach | FL | 07/2023 | 12/2023 |
| U.S. Army | Ft Leonard Wood | MO | 04/2023 | 08/2023 |
| Confidential Insurance | Boca Raton | FL | 10/2022 | 04/2023 |
| Usha Insurance | West Palm Beach | FL | 06/2022 | 09/2022 |
| Mercyhurst University | Erie | PA | 08/2018 | 05/2022 |
| Dfas | Indianapolis | IN | 05/2021 | Present |
| Fedex | Richfield | OH | 12/2020 | 01/2021 |
| Ace Hardware | Wallhaven | OH | 04/2020 | 08/2020 |
| Amazon | North Randall | OH | 07/2020 | 08/2020 |
| Chipotle | Erie | PA | 02/2020 | 03/2020 |
| Eddie Bauer | Fairlawn | OH | 05/2019 | 08/2019 |
| Old Trail School | Akron | OH | 06/2019 | 08/2019 |
| Warren Area High School | Warren | PA | 08/2014 | 06/2018 |
| Superior Tire | Warren | PA | 06/2018 | 08/2018 |
| Ace Hardware | Warren | PA | 07/2017 | 09/2017 |
| Cable Hallow Golf Course | Russell | PA | 06/2017 | 09/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
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