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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 |
| TX | RA | APPROVED | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citrin Ohio Llc | Columbus | OH | 06/2021 | 08/2022 |
| Fidelity Investments | Covington | KY | 06/2024 | 08/2024 |
| Laz Parking | Columbus | OH | 08/2024 | 05/2025 |
| Dmcg Inc | West Jefferson | OH | 05/2021 | 06/2021 |
| Menard Inc | Hilliard | OH | 01/2021 | 05/2021 |
| West Jefferson Middle/High School | West Jefferson | OH | 06/2015 | 11/2020 |
| Muirfield Village Golf Club In | Dublin | OH | 08/2022 | 10/2022 |
| Buckeye Ford Inc. | London | OH | 11/2020 | 01/2021 |
| Laz Parking Midwest Llc | Columbus | OH | 10/2022 | 06/2024 |
| Fidelity Investments | Covington | KY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-25 |
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