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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 |
|---|---|---|---|---|
| Wicked Pickle | Loveland | OH | 06/2021 | 07/2021 |
| Procourse Fiduciary Advisors | Carmel | IN | 06/2020 | 08/2020 |
| Bishops Quarter | Loveland | OH | 12/2018 | 08/2019 |
| Skyline Chili | Mason | OH | 06/2018 | 08/2018 |
| Biketrail Junction | Loveland | OH | 06/2017 | 08/2018 |
| Miami University | Oxford | OH | 08/2017 | 05/2021 |
| Fidelity Investments | Covington | KY | 07/2021 | Present |
| St. Xavier High School | Cincinnati | OH | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-07 |
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