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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-18 |
| OH | RA | APPROVED | 2025-03-31 |
Branch Locations
200 Pinecrest Drive, Orange, OH 44122-4207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Avon Lake | OH | 12/2020 | 03/2024 |
| Ganley Westside Subaru | North Olmsted | OH | 08/2015 | 03/2017 |
| John Clifford Photography | Avon Lake | OH | 03/2017 | 11/2020 |
| Ctown Media | Avon | OH | 12/2020 | 03/2023 |
| Fidelity Investments | Orange | OH | 03/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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