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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
| OH | RA | APPROVED | 2025-03-31 |
Branch Locations
3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mason High School | Mason | OH | 08/2015 | 05/2019 |
| Ohio Northern University | Ada | OH | 08/2019 | 05/2023 |
| University Of Cincinnati | Cincinnati | OH | 08/2022 | 07/2024 |
| Fidelity Investments | Cincinnati | OH | 07/2024 | Present |
| Charles Schwab | Tysons Corner | VA | 06/2022 | 08/2022 |
| Ab Contracting | Cincinnati | OH | 06/2019 | 08/2023 |
| Unemployed | Mason | OH | 05/2019 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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