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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_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 08/2018 | 05/2019 |
| Federal Reserve Bank Of Cleveland | Cleveland | OH | 04/2018 | 08/2018 |
| Key Bank | Cleveland | OH | 11/2017 | 04/2018 |
| Our Lady Of The Wayside | Cleveland | OH | 04/2016 | 11/2017 |
| Bank Of America, N.A. | Cleveland | OH | 10/2018 | 05/2019 |
| Pnc Investments | Pittsburgh | PA | 05/2019 | 10/2021 |
| Fidelity Investments | Merrimack | NH | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-25 |
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