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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
100 Howe Drive, Covington, KY 41015-5000 • United States
Union, KY • 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 | 02/2021 | Present |
| Bluegrass Hospitality Group- Drakes | Florence | KY | 10/2020 | 02/2021 |
| Signet Jewelers- Jared The Galleria Of Jewelry | Crestview Hills | KY | 12/2019 | 02/2021 |
| Haven | Florence | KY | 02/2019 | 12/2019 |
| Speedway Llc | Florence | KY | 01/2019 | 05/2019 |
| Condado Tacos | Cincinnati | KY | 08/2018 | 12/2018 |
| Larosa's Pizzeria | Florence | KY | 01/2018 | 07/2018 |
| Bluegrass Hospitality Group- Drakes | Florence | KY | 07/2017 | 07/2018 |
| Northern Kentucky University | Highland Heights | KY | 08/2015 | 10/2017 |
| Northern Kentucky University Center For Environmental Restoratio | Highland Heights | KY | 01/2017 | 05/2017 |
| United Dairy Farmer | Independence | KY | 02/2017 | 04/2017 |
| Chipotle | Florence | KY | 05/2015 | 01/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-114781|OrgNmn:Signet Jewelers - Jared The Galleria of Jewelry|Org Addr:Crestview ,Kentucky,US|OBA Nature:Jewelry Sales Associate|Invst Rel:N|Title:Sales Associate/Jewelry Specialis|Duties:Working as a seasonal employee|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-14 |
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