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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 | Greenwood Village | CO | 05/2021 | Present |
| Midwest Sports Tennis Outlet | Sharonville | OH | 02/2021 | 04/2021 |
| United States Postal Service | Cincinnati | OH | 01/2021 | 02/2021 |
| Quicken Loans | Cleveland | OH | 09/2020 | 11/2020 |
| Little Harbor Club | Harbor Springs | MI | 05/2020 | 08/2020 |
| Student At Ohio State University | Columbus | OH | 08/2019 | 05/2020 |
| Little Harbor Club | Harbor Springs | MI | 05/2019 | 08/2019 |
| Student At Ohio State University | Columbus | OH | 08/2017 | 05/2019 |
| Little Harbor Club | Harbor Springs | MI | 05/2017 | 08/2017 |
| Student At Ohio State University | Columbus | OH | 08/2016 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-19 |
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