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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western And Southern Life | Cincinnati | OH | 11/2019 | 05/2021 |
| Skylight Financial Grp | Cincinnati | OH | 05/2019 | 11/2019 |
| Michael Sammons Painting | Batavia | OH | 06/2014 | 05/2019 |
| Ameritas Investment Company | Lincoln | NE | 05/2021 | 12/2024 |
| Fidelity Investments | Covington | KY | 01/2025 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
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