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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 |
| Mercy Health Fairfield Hospital | Fairfield | OH | 04/2021 | 03/2023 |
| Ohio Living | Monroe | OH | 05/2018 | 08/2018 |
| Kohl'S | Middletown | OH | 12/2017 | 02/2018 |
| Fedex Ground | Lebanon | OH | 05/2019 | 07/2019 |
| Homage | West Chester Township | OH | 11/2019 | 01/2020 |
| Cinlawn Landscaping | Cincinnati | OH | 05/2020 | 09/2020 |
| Monroe High School | Monroe | OH | 05/2013 | 05/2018 |
| Mount St. Joseph University | Cincinnati | OH | 08/2018 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
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