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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
1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States
470 Old Worthington Road Suite 200, Westerville, OH 43082 • United States
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 |
|---|---|---|---|---|
| Fidelity Investments | Columbus | OH | 01/2023 | Present |
| Twinkey Transports Llc | Columbus | OH | 05/2018 | 01/2023 |
| Twinkey Dispatching Llc | Columbus | OH | 01/2022 | 01/2023 |
| Bank Of America | Columbus | OH | 02/2021 | 10/2021 |
| Pnc Bank | Columbus | OH | 02/2021 | 02/2021 |
| The Hutington National Bank | Columbus | OH | 07/2016 | 01/2021 |
| Abercrombie And Fitch | Columbus | OH | 10/2022 | 11/2022 |
| Columbus State Community College | Columbus | OH | 01/2017 | 01/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-15 |
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