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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | 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 |
|---|---|---|---|---|
| Pnc Capital Advisors, Llc | Cleveland | OH | 01/2016 | 11/2019 |
| Pnc Funds Distributor Llc | Cleveland | OH | 02/2016 | 11/2019 |
| Fidelity Investments | Akron | OH | 09/2021 | Present |
| Unemployed | Akron | OH | 11/2019 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-64299|OrgNmn:Dreams Academy|Org Addr:Akron,Ohio,US|OBA Nature:Mentorship program for inner c|Invst Rel:N|Title:Employee|Duties:I assist with designing program activities for the young men to participate in.|StrtDt:11-17-21|TotHrs/mon:8|TrdHrs/mon:0|OBA-64298|OrgNmn:Celebrations By Shari|Org Addr:Avon,Ohio,US|OBA Nature:Wedding officiant|Invst Rel:N|Title:Independent Contractor|Duties:Officiate weddings|StrtDt:11-10-21|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-26 |
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