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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Middletown, OH • United States
4389 Walnut St., Beavercreek, OH 45440-1491 • United States
70 Birch Alley Suite 240, Beavercreek, OH 45440-1477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Mason | OH | 05/2016 | 01/2017 |
| Jpmorgan Chase Bank, N.A | Mason | OH | 01/2017 | 06/2019 |
| Jp Morgan Securities Llc | Mason | OH | 05/2016 | 06/2019 |
| Fidelity Brokerage Services | Beavercreek | OH | 07/2019 | 09/2023 |
| Fidelity Investments | Beavercreek | OH | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-27 |
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