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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_RES | 2025-03-31 |
Branch Locations
3750 W Market St Unit A, Fairlawn, OH 44333-4803 • United States
Copley, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Parma | OH | 02/2015 | 09/2019 |
| The Huntington Investment Company | Columbus | OH | 10/2017 | 03/2022 |
| The Huntington National Bank | Hartville | OH | 09/2019 | 03/2022 |
| Fidelity Investments | Fairlawn | OH | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-13 |
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