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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
North Olmstead, OH • United States
1800 Crocker Road, Westlake, OH 44145-6958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winchester | MA | 10/2018 | 03/2022 |
| Bank Of America, N.A. | Winchester | MA | 10/2018 | 03/2022 |
| Bankers Life & Casulty Company | Charlotte | NC | 10/2017 | 10/2018 |
| Kent State University | Kent | OH | 08/2013 | 05/2017 |
| Unemployed | Chesterland | OH | 06/2017 | 09/2017 |
| Fidelity Investments | Westlake | TX | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-20 |
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