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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| OH | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio State University | Columbus | OH | 06/2015 | 05/2017 |
| Vanderbilt University | Nashville | TN | 06/2017 | 05/2021 |
| Courtside Media Group | Columbus | OH | 01/2020 | 05/2023 |
| Lowes | Avon | OH | 01/2022 | 08/2022 |
| Advanced Polymer Coatings | Avon | OH | 08/2022 | 03/2024 |
| Fidelity Investments | Westlake | OH | 03/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-29 |
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