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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-14 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States
Kalamazoo, MI • United States
3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami University | Oxford | OH | 08/2016 | 05/2017 |
| Towne Park | Cleveland | OH | 06/2017 | 08/2017 |
| Miami University | Oxford | OH | 08/2017 | 05/2018 |
| Miami University | Oxford | OH | 01/2018 | 05/2019 |
| Miami University | Oxford | OH | 08/2018 | 05/2019 |
| Unemployed | Newbury | OH | 05/2019 | 08/2019 |
| Rei Co-Op | Cleveland | OH | 08/2019 | 03/2020 |
| Unemployed | Newbury | OH | 03/2020 | 06/2020 |
| Unemployed | Durham | NC | 06/2020 | 07/2020 |
| Sport Durst Powersports | Durham | NC | 07/2020 | 11/2021 |
| Prizm, Llc | Durham | NC | 01/2021 | 08/2022 |
| Tonal Systems, Inc | Durham | NC | 02/2022 | 04/2022 |
| Exos | Morrisville | NC | 04/2022 | 08/2022 |
| Orangetheory Fitness | Cary | NC | 05/2022 | 05/2023 |
| Fidelity Investments | Durham | NC | 08/2022 | 05/2023 |
| Notre Dame-Cathedral Latin School | Chardon | OH | 08/2019 | 11/2019 |
| Notre Dame-Cathedral Latin School | Chardon | OH | 08/2019 | 03/2020 |
| Fidelity Investments | Columbus | OH | 05/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-18 |
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