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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 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Independence, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellarmine University | Louisville | KY | 08/2016 | 12/2018 |
| Bellarmine University | Louisville | KY | 08/2016 | 08/2017 |
| Sodexo | Louisville | KY | 10/2016 | 07/2017 |
| Bellarmine University | Louisville | KY | 08/2017 | 12/2018 |
| 80/20 At Kaelin'S | Louisville | KY | 05/2018 | 08/2018 |
| Ups | Louisville | KY | 12/2018 | 01/2019 |
| Humana Military | Louisville | KY | 01/2019 | 01/2020 |
| Self-Employed | Louisville | KY | 01/2020 | 05/2021 |
| Louisiana State University - Shreveport Online | Louisville | KY | 03/2020 | 03/2021 |
| New York Life | Cincinnati | OH | 05/2021 | 11/2021 |
| Fidelity Investments | Covington | KY | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
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