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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-13 |
| OH | RA | APPROVED | 2026-01-23 |
Branch Locations
4389 Walnut St., Beavercreek, OH 45440-1491 • United States
Centerville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xcelerate Lacrosse Camps | San Rafael | CA | 06/2022 | 07/2024 |
| Commonwealth Kings Lacrosse | Lexington | KY | 08/2022 | 05/2024 |
| Fidelity Investments | Beavercreek | OH | 09/2025 | Present |
| Dayton Pool Management | Dayton | OH | 06/2021 | 09/2021 |
| Anchoring Hope Counseling | Springboro | OH | 05/2025 | 08/2025 |
| Soul Academy | Springboro | OH | 05/2022 | 09/2025 |
| Springboro High School | Springboro | OH | 09/2015 | 06/2021 |
| Transylvania University | Lexington | KY | 09/2021 | 05/2025 |
OBA-123278|OrgNmn:Springboro High School|Org Addr:Springboro,Ohio,US|OBA Nature:Public School|Invst Rel:N|Title:Employee|Duties:Evening practices and games during the week and weekends during the spring.|StrtDt:|TotHrs/mon:100|TrdHrs/mon:0|OBA-123275|OrgNmn:SOUL Lacrosse LLC|Org Addr:Springboro,Ohio,US|OBA Nature:Seasonal lacrosse Club|Invst Rel:N|Title:Head Defensive Coach|Duties:Attending evening practices and tournaments on the weekends.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-14 |
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