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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_RES | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • 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 | 08/2021 | Present |
| Gannett | Cincinnati | OH | 02/2020 | 08/2021 |
| Banker'S Life | West Chester | OH | 01/2019 | 02/2020 |
| E+O Kitchen | Cincinnati | OH | 05/2018 | 03/2020 |
| Palomino | Cincinnati | OH | 11/2016 | 05/2018 |
| Logan'S Roadhouse | Florence | KY | 03/2016 | 11/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129653|OrgNmn:Beehive Augusta Tavern|Org Addr:Augusta,Kentucky,US|OBA Nature:Restaurant |Invst Rel:N|Title:Bartender/ Server|Duties:Serving Drinks/ Food|StrtDt:05-05-26|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-10 |
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