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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
1800 Crocker Road, Westlake, OH 44145-6958 • United States
Westlake, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lorain County Community College | Elyria | OH | 06/2016 | 05/2018 |
| Baldwin Wallace University | Berea | OH | 08/2018 | 05/2020 |
| Lake Erie Crushers | Avon | OH | 05/2017 | 08/2017 |
| T3 Performance Llc | Avon | OH | 03/2018 | 07/2020 |
| Fidelity Investments | Jacksonville | FL | 08/2020 | Present |
| Athletes Financial Llc | Westlake | OH | 01/2018 | 05/2018 |
| Shoop Wealth Management Llc | Westlake | OH | 02/2019 | 09/2019 |
| Case Western University | Cleveland | OH | 07/2019 | 01/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-05 |
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