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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | 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 |
|---|---|---|---|---|
| Rbc Capital Markets Llc | Denver | CO | 10/2014 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canfield | OH | 05/2019 | 08/2019 |
| Bank Of America, N.A. | Canfield | OH | 05/2019 | 08/2019 |
| W3 Wealth Management | Warren | OH | 09/2019 | 08/2021 |
| W3 Wealth Advisors, Llc | Warren | OH | 09/2019 | 08/2021 |
| Valmark Securities, Inc | Akron | OH | 09/2019 | 08/2021 |
| Fidelity Brokerage Services Llc | Yukon | OK | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-11 |
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