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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
100 Howe Drive, Covington, KY 41015-5000 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Year Boston | Boston | MA | 07/2018 | 05/2019 |
| Solace Home Renovations, Llc | Sidney | OH | 04/2023 | 04/2023 |
| Fidelity Investments | Covington | KY | 06/2024 | Present |
| Cincinnati Public Schools (Gamble Montessori High School) | Cincinnati | OH | 08/2023 | 05/2024 |
| Unemployed | Piqua | OH | 05/2023 | 08/2023 |
| J'S Cuisine | Troy | OH | 05/2020 | 07/2022 |
| Kumon Math And Reading Center | Columbus | OH | 05/2018 | 07/2018 |
| Unemployed | Piqua | OH | 07/2022 | 03/2023 |
| Ohio State Univerisity | Columbus | OH | 08/2013 | 05/2018 |
| Piqua High School | Piqua | OH | 03/2023 | 05/2023 |
| Ohio State University | Columbus | OH | 08/2015 | 05/2018 |
| Johns Hopkins Center For Talented Youth | Baltimore | MD | 07/2018 | 07/2018 |
| Harvard Graduate School Of Education | Cambridge | MA | 05/2019 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-110550|OrgNmn:3J Estate LLC|Org Addr:Piqua,Ohio,US|OBA Nature:My sisters and I bought a rent|Invst Rel:Y|Title:Officer|Duties:Everything is set up through autopay and help from my sisters so this is a passive investment for me. I may have to make phone calls to a hand|StrtDt:05-28-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-110572|OrgNmn:Hesed Rentals LLC|Org Addr:Piqua,Ohio,US|OBA Nature:Made to hold rental property|Invst Rel:Y|Title:owner|Duties:Nothing. It is an empty company. There has been zero activity. I do not plan on buying rental property for this. It's just an LLC I created, b|StrtDt:08-23-22|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-111724|OrgNmn:Private Math Tutor & Piano Lessons|Org Addr:Cincinnati,Ohio,US|OBA Nature:Math Tutor & Piano Lessons|Invst Rel:N|Title:Sole Proprietor|Duties:Tutor math and teach piano lessons|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
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