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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 | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 12/2021 | Present |
| Claimlinx | Blue Ash | OH | 04/2021 | 09/2021 |
| Northwestern Mutual | Cincinnati | OH | 10/2020 | 04/2021 |
| Enterprise Holdings | Florence | KY | 10/2019 | 10/2020 |
| Sazerac Company | Louisville | KY | 04/2019 | 08/2019 |
| Hillerich & Bradsby | Louisville | KY | 10/2018 | 03/2019 |
| Cardinal Moving | Louisville | KY | 06/2017 | 08/2017 |
| Best Buy | Louisville | KY | 10/2016 | 06/2017 |
| Insomnia Cookies | Louisville | KY | 08/2016 | 05/2017 |
| Cincinnati Stage Hands | Cincinnati | OH | 06/2019 | 10/2019 |
| The University Of Louisville | Louisville | KY | 08/2015 | 12/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-25 |
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