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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-04-29 |
| OH | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 07/2021 | Present |
| Positive Behavior Solutions Group | Florence | KY | 03/2021 | 06/2021 |
| Behavior Associates Of Indiana | Muncie | IN | 08/2020 | 03/2021 |
| Ball State University Indiana Communities Institute | Muncie | IN | 01/2020 | 05/2020 |
| Ball State University Social Science Research Center | Muncie | IN | 08/2019 | 12/2019 |
| Ball State University Sociology Department | Muncie | IN | 08/2019 | 12/2019 |
| Rhode Island Ave Main Street | Washington | DC | 05/2018 | 07/2018 |
| Jimmy Johns | Muncie | IN | 05/2016 | 08/2019 |
| Ball State | Muncie | IN | 08/2015 | 05/2019 |
| Eastern University | St. Davids | PA | 05/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-12 |
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