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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 |
|---|---|---|---|---|
| Ymca | Wadsworth | OH | 04/2015 | 09/2017 |
| Blue Heron | Medina | OH | 06/2017 | 07/2017 |
| University Of Cincinnati | Cincinnati | OH | 05/2019 | 09/2019 |
| Chick-Fil-A | St. Petersburg | FL | 06/2018 | 07/2018 |
| Amazon | Hebron | KY | 04/2020 | 05/2021 |
| Fidelity Investments | Convington | KY | 05/2021 | Present |
| University Of Cincinnati | Cincinnati | OH | 08/2017 | 05/2021 |
| Highland High School | Medina | OH | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-05 |
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