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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 |
|---|---|---|---|---|
| The Dynamic Catholic Institute | Erlanger | KY | 07/2015 | 03/2019 |
| Unemployed | Erlanger | KY | 04/2019 | 08/2019 |
| Quality Signs & Service (T B Miller Signs, Llc) | Burlington | KY | 08/2019 | 08/2020 |
| Unemployed | Erlanger | KY | 09/2020 | 12/2020 |
| Cience | Erlanger | KY | 12/2020 | 02/2021 |
| Fidelity Investments | Covington | KY | 02/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-09 |
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