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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
5101 Levis Commons Blvd, Perrysburg, OH 43551-7146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2018 | 07/2018 |
| Lakeside Country Club | Bloomington | IL | 10/2017 | 05/2018 |
| Normal University High School | Normal | IL | 02/2018 | 07/2018 |
| Stark County High School | Toulon | IL | 11/2016 | 03/2017 |
| Kewanee Dunes Golf Club | Kewanee | IL | 06/2012 | 09/2017 |
| Fidelity Brokerage Services Llc | Covington | KY | 04/2020 | Present |
| Pat West Gutter Company | Rock Island | IL | 07/2018 | 09/2018 |
| Fidelity Investments-Wi | Covington | KY | 09/2018 | 04/2020 |
| Uber | Cincinnati | OH | 08/2019 | 10/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
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