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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
200 Technology Square, Cambridge, MA 02139-3578 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smoothie -King | Cincinnati | OH | 06/2016 | 08/2017 |
| Hammacher-Schlemmer | Cincinnati | OH | 06/2018 | 08/2018 |
| Total Wealth Planning | Cincinnati | OH | 06/2019 | 08/2019 |
| Fidelity Investments | Covington | KY | 09/2020 | 10/2021 |
| Fidelity Investments | Covington | KY | 10/2021 | 03/2022 |
| Ohio University | Athens | OH | 08/2016 | 05/2017 |
| The Ohio State University | Columbus | OH | 08/2017 | 05/2020 |
| Unemployed | Cincinnati | OH | 06/2020 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Investments | Covington | KY | 03/2022 | 09/2023 |
| Fidelity Investments | Cambridge | MA | 09/2023 | 10/2025 |
| Fidelity Investments | Cambridge | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-25 |
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