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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2025-08-26 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Charlottesville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 09/2024 | Present |
| Unemployed | Cincinnati | OH | 05/2024 | 09/2024 |
| University Of Virginia | Charlottesville | VA | 08/2019 | 05/2024 |
| Boys And Girls Clubs Of Central Virginia | Charlottesville | VA | 10/2023 | 04/2024 |
| Community Health Alliance | Hamilton | OH | 07/2023 | 08/2023 |
| Unemployed/Leave Of Absence | Charlottesville | VA | 08/2021 | 08/2022 |
| Swimsafe Pool Management | Cincinnati | OH | 06/2021 | 08/2021 |
| University Of Virginia Judgments And Decisions Behavioral Lab | Charlottesville | VA | 07/2020 | 05/2021 |
| Law Office Of Lewis J. Saret | Washington, D.C. | DC | 06/2020 | 08/2020 |
| Kumon Math And Reading Center Of Blue Ash | Cincinnati | OH | 10/2018 | 05/2019 |
| Unemployed | Cincinnati | OH | 08/2007 | 10/2018 |
| Unemployed | Cincinnati | OH | 05/2019 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-22 |
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