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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-09-10 |
Branch Locations
850 E. Western Reserve Rd Unit 5, Poland, OH 44514 • United States
645 East Missouri Avenue Suite 170, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Feic Financial, Inc | Youngstown | OH | 05/2018 | 12/2018 |
| Feic Financial, Inc | Youngstown | OH | 04/2019 | 08/2021 |
| Avi Foodsystems | Warren | OH | 01/2018 | 05/2018 |
| Walmart | Austintown | OH | 08/2015 | 08/2021 |
| Feic Financial, Inc | Youngstown | OH | 12/2018 | 08/2021 |
| Moors & Cabot Inc | Poland | OH | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-24 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-14 |
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