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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 | 2025-03-31 |
Branch Locations
3750 W Market St Unit A, Fairlawn, OH 44333-4803 • United States
Brecksville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunoco | Independence | OH | 05/2017 | 08/2020 |
| Paninis | Brunswick | OH | 08/2020 | 10/2022 |
| Architectural Fiberglass | Cleveland | OH | 08/2021 | 12/2021 |
| Fidelity Investments | Fairlawn | OH | 10/2022 | Present |
| Bbhs - Student | Brecksville | OH | 08/2006 | 05/2019 |
| Ohio University | Athens | OH | 08/2019 | 04/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-27 |
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