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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
3750 W Market St Unit A, Fairlawn, OH 44333-4803 • United States
Canal Fulton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 08/2018 | Present |
| The Mentor Network | Independence | OH | 06/2017 | 07/2018 |
| Bellefaire Jcb | Cleveland | OH | 09/2014 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-26 |
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