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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
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks Coffee Co. | Oh | OH | 09/2019 | 04/2024 |
| Fidelity Investments | Covington | KY | 04/2024 | Present |
| Starbucks Coffee Co. | Oh | OH | 09/2017 | 09/2019 |
| Starbucks Coffee Co. | Oh | OH | 04/2015 | 09/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-108807|OrgNmn:Squid Squad LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Clothing brand - I make t-shir|Invst Rel:N|Title:Partner|Duties:I am one of 2 co-owners. its a fun freetime thing.|StrtDt:04-22-24|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
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