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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
200 Pinecrest Drive, Orange, OH 44122-4207 • United States
Madison, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Woodmere Village | OH | 10/2023 | Present |
| Tesla | Mayfield | OH | 05/2018 | 09/2023 |
| Hills Landscaping | Ashtabula | OH | 04/2009 | 05/2018 |
| Mattress Firm | Mayfield | OH | 12/2015 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-11 |
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