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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
| FL | RA | APPROVED | 2026-02-05 |
Branch Locations
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States
St. Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Cincinnati | Cincinnati | OH | 08/2024 | 12/2024 |
| Outback Steakhouse | Kenwood | OH | 01/2023 | 06/2024 |
| The North Face | Monroe | OH | 12/2021 | 01/2022 |
| Fidelity Investments | Covington | KY | 06/2024 | 08/2024 |
| Main Event | West Chester | OH | 04/2022 | 08/2022 |
| The North Face | Monroe | OH | 10/2020 | 05/2021 |
| Sanmar Corporation | West Chester | OH | 05/2021 | 06/2021 |
| Lakota Schools | Liberty Townsip | OH | 04/2014 | 05/2021 |
| Lowe'S Home Improvement | West Chester | OH | 06/2021 | 08/2021 |
| Larosa'S Pizza | College Hill | OH | 08/2022 | 12/2022 |
| Fidelity Investments | Sarasota | FL | 07/2025 | Present |
| Hollister Co. | Liberty Township | OH | 04/2019 | 02/2020 |
| Cap City Cincinnati | Cincinnati | OH | 12/2024 | 07/2025 |
| University Of Cincinnati | Cincinnati | OH | 08/2021 | 05/2025 |
| Cincinnati Bengals | Cincinnati | OH | 07/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
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