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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Cincinnati, OH • United States
3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Common Sail Investment Group | Brighton | MI | 05/2021 | 10/2022 |
| Jimmy Johns | Ann Arbor | MI | 05/2020 | 09/2020 |
| Townies Brewery | Ann Arbor | MI | 05/2020 | 09/2020 |
| Fidelity Investments | Covington | KY | 11/2023 | Present |
| Student - Michigan State | East Lansing | MI | 09/2018 | 05/2019 |
| Primerica Financial Services | East Lansing | MI | 05/2019 | 09/2019 |
| Travis Pointe Country Club | Ann Arbor | MI | 05/2017 | 09/2017 |
| Core Spaces | East Lansing | MI | 05/2018 | 09/2018 |
| Student - High School | Saline | MI | 07/2003 | 05/2017 |
| Student - Michigan State | East Lansing | MI | 09/2019 | 05/2020 |
| Student - Michigan State | East Lansing | MI | 09/2020 | 05/2021 |
| York Street Fresh Foods | Cincinnati | OH | 10/2022 | 11/2023 |
| Student- Michigan State | East Lansing | MI | 09/2017 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
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