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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 Magellan Way, Covington, KY 41015-1987 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 07/2020 | Present |
| Cengage Learning | Independence | KY | 10/2016 | 11/2019 |
| The Public Library Of Cincinnati And Hamilton County | Cincinnati | OH | 06/2014 | 10/2016 |
| Paycor | Norwood | OH | 01/2020 | 04/2020 |
| Hedger Homes | Cincinnati | OH | 02/2019 | 07/2020 |
| Daph's Naturals | Cincinnati | OH | 11/2019 | 07/2020 |
| Cincinnati State Community College And Technical College | Cincinnati | OH | 01/2017 | 05/2019 |
| Wilmington College | Wilmington | OH | 01/2019 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-16274|OrgNmn:Daph's Naturals|Org Addr:Cincinnati,Ohio,US|OBA Nature:I sell my hand made elderberry|Invst Rel:N|Title:I am the owner|Duties:I market my products, create and delivery them|StrtDt:10-01-19|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-16 |
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