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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
100 Magellan Way, Covington, KY 41015-1987 • United States
Independence, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 04/2021 | Present |
| Dillards | Crestview Hills | KY | 08/2019 | 01/2021 |
| Bluemercury | Cincinnati | OH | 04/2019 | 08/2019 |
| Belk | Richmond | KY | 10/2017 | 04/2019 |
| Eastern Kentucky University Education Abroad Office | Richmond | KY | 06/2017 | 10/2018 |
| Kentucky Refugee Ministries | Lexington | KY | 05/2017 | 08/2017 |
| Kohls | Richmond | KY | 09/2016 | 10/2017 |
| Eastern Kentucky University | Richmond | KY | 08/2014 | 12/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-10 |
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