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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
Brecksville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corp | Columbus | OH | 10/2018 | 07/2019 |
| Enviroserve | Cleveland | OH | 05/2017 | 08/2017 |
| Windsor Advisory Group | Columbus | OH | 01/2018 | 04/2018 |
| Unemployed | N/A | OH | 05/2018 | 09/2018 |
| Full-Time Education | Columbus | OH | 09/2016 | 04/2017 |
| Full-Time Education | Columbus | OH | 08/2017 | 12/2017 |
| Charles Schwab & Co., Inc. | Richfield | OH | 09/2019 | 06/2020 |
| Fidelity Investments | Fairlawn, | OH | 07/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-15 |
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