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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-25 |
| OH | RA | APPROVED | 2026-08-25 |
| TX | RA | APPROVED | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Four Corners | Cincinnati | OH | 05/2022 | 05/2022 |
| School | Oxford | OH | 09/2019 | 05/2023 |
| Lowes | Hamilton | OH | 05/2022 | 08/2022 |
| Unemployed | Cincinnati | OH | 05/2023 | 07/2023 |
| Unemployed | Cincinnati | OH | 08/2022 | 09/2022 |
| Fidelity Investments | Covington | KY | 04/2025 | Present |
| Unemployed | Cincinnati | OH | 01/2020 | 05/2020 |
| Skyline Chili | Oxford | OH | 10/2022 | 05/2023 |
| Skyline Lakota | Cincinnati | OH | 01/2019 | 05/2019 |
| Pff | Oxford | OH | 10/2022 | 01/2023 |
| Cornerstone | Cincinnati | OH | 05/2020 | 09/2020 |
| Unemployed | Columbus | OH | 02/2025 | 04/2025 |
| Unemployed | Cincinnati | OH | 09/2018 | 01/2019 |
| Coopers Hawk | Cincinnati | OH | 05/2019 | 08/2021 |
| Unemployed | Cincinnati | OH | 08/2021 | 05/2022 |
| Scioto Country Club | Columbus | OH | 12/2023 | 06/2024 |
| Schellman | Columbus | OH | 07/2023 | 02/2025 |
| Amc West Chester | Cincinnati | OH | 06/2015 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-11 |
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