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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Texas City, TX • United States
18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 07/2022 | Present |
| Lionheart Advisors | Dayton | OH | 01/2022 | 07/2022 |
| Nelson Hoke Mechanical | Beavercreek | OH | 06/2021 | 01/2022 |
| Pepsico | Fairborn | OH | 04/2021 | 06/2021 |
| Defense Logistics Agency | Columbus | OH | 12/2019 | 04/2021 |
| Department Of Public Safety | Huber Heights | OH | 07/2019 | 12/2019 |
| Dayton Correctional Institution | Dayton | OH | 02/2018 | 07/2019 |
| London Correctional Institution | London | OH | 06/2016 | 02/2018 |
| Sinclair Community College | Dayton | OH | 01/2018 | 12/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
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