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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| OH | RA | APPROVED | 2025-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bassett'S Market | Port Clinton | OH | 06/2018 | 08/2018 |
| Catawba Island Club | Port Clinton | OH | 06/2021 | 08/2021 |
| Unemployed | Port Clinton | OH | 08/2014 | 05/2018 |
| Unemployed | Port Clinton | OH | 09/2020 | 05/2021 |
| Unemployed | Port Clinton | OH | 09/2018 | 05/2019 |
| Fidelity Investments | Orange | OH | 01/2025 | Present |
| Catawba Island Club | Port Clinton | OH | 06/2019 | 08/2019 |
| Unemployed | Port Clinton | OH | 09/2019 | 05/2020 |
| Miami University | Oxford | OH | 09/2024 | 12/2024 |
| Fidelity Investments | Covington | KY | 06/2024 | 08/2024 |
| Catawba Island Club | Port Clinton | OH | 06/2022 | 08/2022 |
| Catawba Island Club | Port Clinton | OH | 06/2023 | 08/2023 |
| Miami University | Oxford | OH | 09/2023 | 05/2024 |
| Great Parks Of Hamilton County | Cincinnati | OH | 04/2024 | 12/2024 |
| Ups | Port Clinton | OH | 12/2022 | 01/2023 |
| Catawba Island Club | Port Clinton | OH | 06/2020 | 08/2020 |
| Miami University | Oxford | OH | 09/2021 | 05/2022 |
| Miami University | Oxford | OH | 09/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
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