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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
| OH | RA | APPROVED | 2026-07-14 |
Branch Locations
1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States
Upper Arlington, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Volleybears Inc. | Upper Arlington | OH | 05/2025 | 06/2026 |
| Fit By Mae Llc | Upper Arlington | OH | 09/2020 | 08/2025 |
| Hdh Swim Schools, Llc | Columbus | OH | 05/2020 | 05/2020 |
| Plante Moran | Columbus | OH | 06/2021 | 07/2021 |
| City Of Upper Arlington | Upper Arlington | OH | 05/2025 | 05/2026 |
| Lifetime Fitness | Columbus | OH | 05/2025 | 06/2026 |
| Workout Anytime Kettering | Kettering | OH | 01/2022 | 05/2022 |
| Sanctuary Wealth Dba Iterhic Wealth Advisors | Columbus | OH | 07/2024 | 06/2026 |
| Fidelity Investments | Columbus | OH | 06/2026 | Present |
| Crossfit Gahanna | Grandview | OH | 06/2024 | 01/2025 |
| City Of Upper Arlington | Upper Arlington | OH | 05/2018 | 08/2020 |
| University Of Dayton | Dayton | OH | 02/2021 | 05/2023 |
| Upper Arlington High School | Upper Arlington | OH | 05/2016 | 05/2018 |
| J.P. Morgan Securities Llc | Westerville | OH | 07/2023 | 07/2024 |
| Jpmorgan Chase | Westerville | OH | 06/2022 | 08/2022 |
| Valemee Fitness | Dublin | OH | 09/2020 | 05/2021 |
OBA-131144|OrgNmn:Lifetime Fitness|Org Addr:Columbus,Ohio,US|OBA Nature:Personal Trainer|Invst Rel:N|Title:Employee|Duties:Coaching group fitness classes|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-131145|OrgNmn:Volleybears LLC|Org Addr:Columbus,Ohio,US|OBA Nature:Youth Volleyball|Invst Rel:N|Title:Independent Contractor|Duties:Director of Operations for Youth Volleyball|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-29 |
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