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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2026-01-28 |
Branch Locations
3750 W Market St Unit A, Fairlawn, OH 44333-4803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilson Feed Mill | Valley View | OH | 06/2021 | 06/2022 |
| Tinkers Creek Road Tavern Llc | Walton Hills | OH | 06/2024 | 12/2025 |
| Scratch Restaurant Llc | Independence | OH | 10/2021 | 06/2025 |
| Lpl Financial Llc | Akron | OH | 01/2025 | 08/2025 |
| Vitu Academy Elementary School | Valley View | OH | 08/2012 | 08/2018 |
| Vitu Academy Middle School | Valley View | OH | 08/2018 | 08/2020 |
| Vitu Academy High School | Valley View | OH | 08/2020 | 08/2022 |
| The University Of Akron | Akron | OH | 05/2025 | 12/2025 |
| Cuyahoga Heights High School | Cuyahoga Heights | OH | 08/2022 | 05/2024 |
| Fidelity Investments | Fairlawn | OH | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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