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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 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Bank | Cincinnati | OH | 08/2016 | 03/2023 |
| Raymond James Financial Services | Cincinnati | OH | 12/2016 | 03/2023 |
| Raymond James Financial Services Advisors Inc. | Cincinnati | OH | 12/2016 | 03/2023 |
| Yellow Cardinal Advisory | Cincinnati | OH | 06/2019 | 03/2023 |
| Fidelity Investments | Covington | KY | 06/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-31 |
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