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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_RES | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
New Richmond, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 07/2021 | Present |
| Unemployed | Cincinnati | OH | 05/2021 | 07/2021 |
| Red Feather Kitchen | Cincinnati | OH | 08/2020 | 05/2021 |
| Red Feather Kitchen | Cincinnati | OH | 04/2019 | 03/2020 |
| Front Street Cafe | New Richmond | OH | 04/2019 | 04/2019 |
| Greenacres Foundation | Cincinnati | OH | 10/2017 | 02/2019 |
| Greenacres Foundation | Cincinnati | OH | 05/2017 | 10/2017 |
| Ciincinnati State Technical College | Cincinnati | OH | 11/2016 | 05/2017 |
| Red Feather Kitchen | Cincinnati | OH | 09/2014 | 03/2017 |
| Cincinnati State Technical College | Cincinnati | OH | 08/2016 | 08/2017 |
| Unemployed | Cincinnati | OH | 03/2020 | 08/2020 |
| Purdue Global | Online | IN | 11/2020 | 03/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-14 |
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