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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Parma | OH | 02/2015 | 03/2022 |
| The Huntington Investment Company | Parma | OH | 08/2021 | 03/2022 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2022 | 08/2022 |
| Cleveland State University | Cleveland | OH | 08/2013 | 08/2019 |
| Tofu Properties Llc | Cleveland | OH | 12/2019 | 12/2022 |
| Fidelity Investments | Cleveland | OH | 01/2023 | Present |
| Unemployed | Cleveland | OH | 08/2022 | 01/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-95040|OrgNmn:Tofu Properties LLC|Org Addr:Cleveland,Ohio,US|OBA Nature:LLC used to collect rental inc|Invst Rel:Y|Title:Owner|Duties:Collect rental income, maintain & manage property, find new tenants, etc.|StrtDt:12-16-19|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-11 |
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