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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | Westerville | OH | 01/2014 | 11/2017 |
| J. P. Morgan Investment Management, Inc. | Westerville | OH | 01/2014 | 11/2017 |
| Motif Capital Management, Inc. | San Mateo | CA | 11/2017 | 05/2018 |
| Northern Lights Distributors, Llc | Omaha | NE | 07/2018 | 10/2019 |
| Boyd Watterson Asset Management, Llc | Cleveland | OH | 05/2018 | 10/2019 |
| Kingswood Capital Partners, Llc | San Diego | CA | 09/2021 | 12/2021 |
| Schechter | Birmingham | MI | 07/2020 | 12/2021 |
| Tcf National Bank | Troy | MI | 10/2019 | 03/2020 |
| Unemployed | Birmingham | MI | 04/2020 | 06/2020 |
| Fidelity Investments | Farmington Hills | MI | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-28 |
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