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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
4389 Walnut St., Beavercreek, OH 45440-1491 • United States
70 Birch Alley Suite 240, Beavercreek, OH 45440-1477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 12/2020 | Present |
| Unemployed | Newport | KY | 10/2020 | 12/2020 |
| One America Securities | Sharonville | OH | 07/2020 | 10/2020 |
| Unemployed | Newport | KY | 03/2020 | 07/2020 |
| Legion Logistics Llc | Florence | KY | 01/2018 | 03/2020 |
| Ace Hardware Clifton | Cincinnati | OH | 09/2017 | 12/2017 |
| Lieben Logistics | Cape Town | 05/2017 | 08/2017 | |
| Full Time Student | Cincinnati | OH | 11/2016 | 05/2017 |
| Cincinnati Country Club | Cincinnati | OH | 03/2016 | 11/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
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