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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank One | Cincinncati | OH | 09/2005 | 04/2018 |
| Jpmorgan Chase Bank Na | Cincinnati | OH | 10/2015 | 04/2018 |
| Jp Morgan Securities Llc | Cincinnati | OH | 10/2015 | 04/2018 |
| Fashionistah Couture | Fairfield | OH | 06/2016 | 11/2017 |
| The Huntington Investment Company | Columbus | OH | 04/2018 | 12/2020 |
| The Huntington National Bank | Cincinnati | OH | 04/2018 | 12/2020 |
| Fifth Third Bank | Cincinnati | OH | 07/2019 | 12/2020 |
| Jpmorgan Chase | Cincinnati | OH | 09/2005 | 03/2018 |
| Huntington National Bank | Cincinnati | OH | 04/2018 | 07/2019 |
| Fifth Third Securities | Cincinnati | OH | 08/2019 | 12/2020 |
| Fashionista Decor | Fairfield | OH | 12/2020 | 12/2020 |
| Ubs Financial Services Inc. | Cincinnati | OH | 05/2021 | 10/2023 |
| Unemployed | Fairfield | OH | 01/2021 | 04/2021 |
| Fidelity Investments | Katy | TX | 11/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131603|OrgNmn:Executive Catalyst Collection|Org Addr:Katy,Texas,US|OBA Nature:Career Coaching Consulting|Invst Rel:N|Title:Sole Proprietor|Duties:minimal, I want to create a safe place for professionals to have a platform to strategize their career journey and have smart goals to work to|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-105034|OrgNmn:Fashionista De'cor LLC|Org Addr:Hamilton,Ohio,US|OBA Nature:Home Decor|Invst Rel:N|Title:Sole Proprietor|Duties:I consult virtually on the best way to design a persons desired space and we agree on the set up.|StrtDt:12-14-20|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-21 |
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