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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED_RES | 2026-03-31 |
| OH | RA | APPROVED | 2026-03-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankoh Investment Services, Inc | Honolulu | HI | 11/2019 | 01/2023 |
| Bank Of Hawaii | Lihue | HI | 06/2015 | 01/2023 |
| Tire Discounters | Cincinnati | OH | 01/2023 | 01/2025 |
| Unemployed | Cincinnati | OH | 01/2025 | 09/2025 |
| Fidelity Investments | Covington | KY | 09/2025 | Present |
| Fidelity Brokerage Services Llc | Covington | KY | 03/2026 | Present |
OBA-123216|OrgNmn:Reflection-icu|Org Addr:Cincinnati,Ohio,US|OBA Nature:Nonprofit supporting art in al|Invst Rel:N|Title:Director|Duties:Board of Director volunteer for the nonprofit|StrtDt:01-28-25|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-17 |
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