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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-03 |
| OH | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exxel Outdoors | Broomfield | CO | 07/2022 | 09/2023 |
| Grateful Bread | Golden | CO | 09/2021 | 06/2022 |
| Fleishman'S Bagels And Delicatessen | Boulder | CO | 09/2023 | 02/2024 |
| University Of Cincinnati | Cincinnati | OH | 08/2017 | 12/2017 |
| Fidelity Investments | Greenwood Village | CO | 03/2024 | Present |
| Doordash Inc | Denver | CO | 08/2020 | 02/2024 |
| Unemployed | Denver | CO | 06/2022 | 07/2022 |
| Unemployed | Denver | CO | 07/2021 | 09/2021 |
| Patriot Petroleum | Loveland | CO | 02/2021 | 07/2021 |
| Unemployed | Cincinnati | OH | 08/2020 | 02/2021 |
| Bethel-Tate School District | Bethel | OH | 03/2019 | 08/2020 |
| Blue Oven Bakery | Williamsburg | OH | 11/2018 | 08/2020 |
| Unemployed | Cincinnati | OH | 11/2018 | 11/2018 |
| Mckinley Mortgage | Blue Ash | OH | 07/2018 | 10/2018 |
| Unemployed | Cincinnati | OH | 01/2018 | 06/2018 |
| Milacron | Batavia | OH | 06/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-28 |
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