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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harborside Group | Baltimore | MD | 03/2018 | 12/2018 |
| Sterling Trust/Equity Institutional | Westlake | OH | 05/2012 | 03/2018 |
| Personal Sabbatical (Elderly Parent Care) | Strongsville | OH | 12/2018 | 12/2019 |
| Thrivent Investment Management Inc | Strongsville | OH | 02/2020 | 05/2021 |
| Thrivent Financial | Appleton | WI | 03/2020 | 09/2020 |
| Thrivent Financial | Appleton | WI | 09/2020 | 05/2021 |
| Prosperity Capital Advisors | Westlake | OH | 07/2021 | 10/2022 |
| Fidelity Investments | Covington | KY | 02/2023 | Present |
| Unemployed | Strongsville | OH | 10/2022 | 02/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-07 |
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