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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
3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States
Covington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 01/2020 | Present |
| Sibcy Cline Mortgage Services | Cincinnati | OH | 09/2018 | 12/2019 |
| Unemployed | Independence | KY | 05/2018 | 09/2018 |
| The Procter & Gamble Company | Cincinnati | OH | 01/2018 | 05/2018 |
| Thomas More College | Crestview Hills | KY | 09/2017 | 12/2017 |
| Pomeroy | Hebron | KY | 06/2017 | 09/2017 |
| Larosa's Pizzeria | Taylor Mill | KY | 01/2017 | 06/2017 |
| Thomas More College | Crestview Hills | KY | 09/2016 | 12/2016 |
| Fedex Office | Florence | KY | 12/2015 | 09/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-13 |
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