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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
| IL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One North Lasalle Street, Chicago, IL 60602-3902 • United States
New York, NY • United States
13A W 61St St, New York, NY 10023-0000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio State University | Columbus | OH | 08/2019 | 05/2023 |
| Orange High School | Pepper Pike | OH | 08/2015 | 06/2019 |
| Fidelity Investments | Chicago | IL | 08/2023 | Present |
| Silver Lion Student Loan Advisors | Beachwood | OH | 03/2020 | 09/2020 |
| Hygearfit | Tel Aviv | 06/2021 | 08/2021 | |
| Scarlett Grace Boutique | Columbus | OH | 06/2022 | 08/2022 |
| The Ohio State Department Of Political Science | Columbus | OH | 08/2022 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-23 |
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