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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
| OH | RA | APPROVED | 2025-10-24 |
Branch Locations
3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Cincinnati | OH | 11/2019 | 04/2020 |
| Intelycare | Quincy | MA | 12/2020 | 07/2022 |
| Bethany Lutheran Village | Centerville | OH | 12/2017 | 11/2019 |
| Fidelity Investments | Cincinnati | OH | 09/2022 | Present |
| Stay At Home Mom | Cincinnati | OH | 07/2022 | 09/2022 |
| Dayspring Skilled Nursing Facility | Fairborn | OH | 09/2016 | 09/2018 |
| Brookwood Retirement Community | Cincinnati | OH | 04/2020 | 03/2021 |
| Heritagespring Skilled Nursing Facility | West Chester | OH | 07/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
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