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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-05-01 |
| OH | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buddy Roger's Music | Cincinnati | OH | 10/2017 | 07/2022 |
| Dubois Bookstore | Cincinnati | OH | 05/2017 | 09/2017 |
| University Of Cincinnati - College-Conservatory Of Music | Cincinnati | OH | 08/2016 | 04/2018 |
| Three Rivers School District | Cleves | OH | 11/2019 | 04/2021 |
| La Salle High School | Cincinnati | OH | 02/2020 | 04/2020 |
| Fidelity Investments | Covington | KY | 07/2022 | Present |
| St. Xavier High School | Cincinnati | OH | 08/2019 | 05/2021 |
| Covedale Theater For The Performing Arts | Cincinnati | OH | 04/2018 | 11/2019 |
OBA-89620|OrgNmn:Music Performing/Lessons|Org Addr:Cincinnati,Ohio,US|OBA Nature:Performing Music at venues and|Invst Rel:N|Title:Trumpet/Piano Teacher/Performer|Duties:Teaching and performing music |StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-09 |
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