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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 10/2019 | 02/2022 |
| Total Quality Logistics | Cincinnati | OH | 09/2017 | 04/2019 |
| Meyer's Electric | Cincinnati | OH | 05/2017 | 07/2017 |
| The Chefs Warehouse | Cincinnati | OH | 03/2016 | 05/2017 |
| Unemployed | Cincinnati | OH | 04/2019 | 10/2019 |
| Bank Of America, N.A. | Cincinnati | OH | 12/2019 | 02/2022 |
| Fidelity Investments | Pawtucket | RI | 11/2022 | 10/2023 |
| Unemployed | Cincinnati | OH | 03/2022 | 10/2022 |
| Fidelity Investments | Boston | MA | 10/2023 | 10/2025 |
| Missionsquare Investment Services | Washington | DC | 10/2025 | Present |
| Missionsquare Retirement | Washington | DC | 10/2025 | Present |
Name: Beantown Beanies LLC. Non-investment related. Nature of Business: Sell beanies online. Address: 867 Boylston St, 5th floor #1550 Boston MA, 02116. Position: Owner. Start Date: 04/23/2024. Hours per month devoted to other business less than 4; during securities trading hours 0. Duties: Selling beanies. --- MissionSquare Retirement. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Senior Product Analyst. Start Date: 10/13/2025. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-07 |
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