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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 05/2022 | Present |
| Chapel Electric Company | Dayton | OH | 09/2021 | 05/2022 |
| Whole Foods Market | Centerville | OH | 10/2020 | 09/2021 |
| Sprouts Farmers Market | Longmont | CO | 08/2019 | 10/2020 |
| Pasha Grill Llc | Beavercreek | OH | 05/2013 | 07/2019 |
| Fresh Thyme Farmers Market | Sugarcreek Township | OH | 06/2016 | 12/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-10 |
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