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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7628 W. Farmington Blvd Ste 110, Germantown, TN 38138-2827 • United States
Memphis, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | OH | 09/2022 | Present |
| Cardinal Tree Service | Lebanon | OH | 04/2020 | 09/2022 |
| Ymca | Middletown | OH | 01/2018 | 04/2020 |
| Lebanon Public Schools | Lebanon | OH | 01/2012 | 01/2018 |
| Gold Star Chilli | Monroe | OH | 10/2017 | 12/2017 |
| Ralph Lauren Corporation | Monroe | OH | 09/2016 | 08/2017 |
| Under Armour | Monroe | OH | 06/2018 | 11/2018 |
| H&M | Libery | OH | 10/2019 | 11/2019 |
| Nike | Monroe | OH | 08/2021 | 01/2022 |
| Recreation Mangement Services Inc | Grounds Help | OH | 07/2019 | 12/2019 |
| Cvs | Chapel Hill | NC | 01/2022 | 05/2022 |
| Grizzly Golf Course | Mason | OH | 05/2018 | 09/2018 |
| Lids | Monroe | OH | 01/2018 | 05/2018 |
| North Face | Monroe | OH | 10/2017 | 01/2018 |
| Durham Technical College | Durham | NC | 01/2022 | 05/2022 |
| University Of Cincinnati | Cincinnati | OH | 01/2021 | 09/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-03 |
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