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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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 04/2023 | Present |
| Fifth Third Bank | Cincinnati | OH | 12/2019 | 04/2023 |
| Adecco / Fifth Third Bank | Cincinnati | OH | 06/2019 | 12/2019 |
| Skippers Pub | Oxford | OH | 01/2018 | 05/2019 |
| Moxie Parking Solutions / Lexus | Cincinnati | OH | 06/2018 | 08/2018 |
| Planes Moving And Storage | Cincinnati | OH | 06/2017 | 08/2017 |
| Miami University | Oxford | OH | 08/2015 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-18 |
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