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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 10/2020 | Present |
| Keating, Muething, & Klekamp, Pll | Cincinnati | OH | 06/2018 | 10/2020 |
| Pandora Jewelry | Crestview Hills | KY | 10/2017 | 01/2019 |
| Norse Advising, Northern Kentucky University | Highland Heights | KY | 08/2017 | 05/2018 |
| Dillard's | Crestview Hills | KY | 05/2017 | 09/2017 |
| University Housing, Northern Kentucky University | Highland Heights | KY | 05/2016 | 05/2017 |
| Barnes & Noble | Highland Heights | KY | 07/2015 | 07/2017 |
| Northern Kentucky University | Highland Heights | KY | 08/2015 | 12/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-12 |
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