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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
500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Financial Partners | Lexington | KY | 10/2018 | 04/2019 |
| Enterprise Rent-A-Car | Danville | KY | 05/2016 | 09/2018 |
| Raymond James & Associates, Inc | Louisville | KY | 08/2019 | 09/2021 |
| Unemployed | Louisville | KY | 05/2019 | 08/2019 |
| Pnc Investments | Louisville | KY | 09/2021 | 05/2023 |
| Fidelity Investments | Louisville | KY | 05/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-17 |
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