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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
1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States
Cardington, OH • United States
470 Old Worthington Road Suite 200, Westerville, OH 43082 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade, Inc | Columbus | OH | 04/2014 | 01/2020 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 01/2020 | 05/2022 |
| Manning & Napier Advisors, Llc | Fairport | NY | 01/2020 | 05/2022 |
| Fidelity Investments | Columbus | OH | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-68460|OrgNmn:Parisi Development LLC|Org Addr:Westervill,Ohio,US|OBA Nature:I hold and passively manage 17|Invst Rel:Y|Title:Sole Proprietor|Duties:Owner|StrtDt:05-09-22|TotHrs/mon:10|TrdHrs/mon:1|OBA-122550|OrgNmn:2323 FARMS LLC|Org Addr:CARDINGTON,Ohio,US|OBA Nature:This is a 22 Acre farm with a |Invst Rel:Y|Title:OWNER|Duties:LAWN MOWING, FEEDING ANIMALS, GENERAL HOME MAINTENANCE.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-30 |
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