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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2025-05-23 |
Branch Locations
4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | North Royalton | OH | 05/2024 | 06/2024 |
| Tremco Construction Products Group Inc. | Beachwood | OH | 05/2021 | 06/2023 |
| Fidelity Investments | Covington | KY | 06/2024 | Present |
| Shinto Japanese Steakhouse | Strongsville | OH | 08/2018 | 05/2019 |
| Ohio State Universi | Columbus | OH | 08/2021 | 05/2024 |
| Rl Lipton Distribution Co. | Warrensville Heights | OH | 05/2020 | 08/2020 |
| Unemployed | North Royalton | OH | 02/2002 | 08/2018 |
| Midwest United Llc | Euclid | OH | 05/2023 | 03/2024 |
| Vanbaker Property And Construction | Barberton | OH | 06/2018 | 05/2020 |
| Miami University Of Ohio | Oxford | OH | 08/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-13 |
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