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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-25 |
| OH | RA | APPROVED | 2025-11-25 |
| TX | RA | APPROVED | 2025-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nexamp | Boston | MA | 02/2019 | 09/2021 |
| Unemployed | Cincinnati | OH | 05/2025 | 09/2025 |
| Paychex | Seattle | WA | 09/2021 | 04/2025 |
| Unemployed | Cincinnati | OH | 09/2018 | 02/2019 |
| Fidelity Investments | Covington | KY | 09/2025 | Present |
| Tailored English Solutions | Seoul | 07/2010 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-23 |
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