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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dr. Kenkel & Associates | Cincinnati | OH | 04/2015 | 08/2017 |
| Unemployed | Highland Heights | KY | 08/2017 | 09/2017 |
| Bath & Body Works | Crestview Hills | KY | 09/2017 | 02/2018 |
| Unemployed | Cincinnati | OH | 02/2018 | 05/2018 |
| Mitchell'S Salon & Day Spa | Cincinnati | OH | 05/2018 | 02/2020 |
| Mitchell'S Salon & Day Spa | West Chester Township | OH | 02/2020 | 06/2021 |
| Fidelity Investments | Covington | KY | 06/2021 | Present |
| Northern Kentucky University | Highland Heights | KY | 08/2017 | 05/2021 |
| Oak Hills High School | Cincinnati | OH | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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