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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
Independence, KY • United States
100 Magellan Way, Covington, KY 41015-1987 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 08/2018 | Present |
| Vomfass | Crestview Hills | KY | 07/2018 | 06/2020 |
| Cincinnati Reds | Cincinnati | OH | 04/2018 | 10/2018 |
| Kenton County Board Of Education | Ft. Wright | KY | 08/2001 | 05/2018 |
| Erlanger Elsmere School District | Erlanger | KY | 08/2017 | 05/2018 |
| Boone County Board Of Education | Florence | KY | 08/2017 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127689|OrgNmn:Cross Country Conversations: Travel and Adventures|Org Addr:Independen,Kentucky,US|OBA Nature:My husband and I want to creat|Invst Rel:N|Title:Partner|Duties:Weekend adventures outside of the office to record on travels and adventures that my husband and take throughout the year.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-11 |
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