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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-15 |
Branch Locations
1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States
Fulton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tjx | Marion | OH | 10/2019 | 02/2020 |
| Cameron Mitchell | Lewis Center | OH | 09/2022 | 02/2024 |
| Fidelity Investments | Columbus | OH | 04/2026 | Present |
| Chipotle | Marion | OH | 01/2020 | 09/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2024 | 03/2026 |
| Northwestern Mutual Investment Services Llc | Upper Arlingtn | OH | 01/2024 | 03/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2024 | 03/2026 |
| Tjx | Lewis Center | OH | 10/2018 | 06/2019 |
| Olentangy Orange Hs/Ohio State University | Lewis Center | OH | 06/2013 | 12/2019 |
| Wealth Management Solutions | Columbus | OH | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-18 |
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