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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1234 N Eddy St Ste 124, South Bend, IN 46617-1477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacks Donuts | Mishawaka | IN | 06/2020 | 12/2020 |
| Penn Harris Madsion | Osceola | IN | 08/2009 | 06/2020 |
| Zolman Tire And Auto Care | Mishawaka | IN | 12/2020 | 06/2023 |
| Ball State University | Muncie | IN | 06/2023 | 05/2024 |
| Fidelity Investments | South Bend | IN | 05/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-30 |
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