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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5101 Levis Commons Blvd, Perrysburg, OH 43551-7146 • United States
Sylvania, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Perrysburg | OH | 10/2023 | Present |
| Tdc Investment Advisory | Maumee | OH | 05/2022 | 07/2023 |
| Pnc Bank | Maumee | OH | 09/2015 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111641|OrgNmn:GreyKey Merchandising, LLC|Org Addr:Whitehouse,Ohio,US|OBA Nature:Concert Vending and Merchandis|Invst Rel:N|Title:Stand Captain|Duties:Sales Represenative, counting inventory|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-17 |
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