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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samantha'S Restaurant | North Canton | OH | 05/2022 | 01/2023 |
| Oakwood Middle School | Canton | OH | 12/2021 | 05/2022 |
| Walsh University Residence Life | North Canton | OH | 08/2019 | 05/2021 |
| Walsh University Academic Support | North Canton | OH | 08/2019 | 05/2022 |
| Zepp'S Pizza | North Canton | OH | 01/2020 | 05/2020 |
| Canton Brewing Company | Canton | OH | 06/2021 | 04/2022 |
| Chick-Fil-A | North Canton | OH | 07/2016 | 08/2019 |
| St. Francis De Sales Maintenance Crew | Akron | OH | 05/2015 | 08/2019 |
| Quaker Steak & Lube | North Canton | OH | 11/2020 | 05/2021 |
| Fidelity Investments | Merrimack | NH | 01/2023 | Present |
| Walsh University | North Canton | OH | 08/2018 | 05/2022 |
| Archbishop Hoban High School | Akron | OH | 08/2015 | 05/2018 |
| Ohlinger Studios | Columbus | OH | 11/2022 | 01/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-09 |
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