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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED_RES | 2026-03-08 |
Branch Locations
Independence, KY • United States
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 |
|---|---|---|---|---|
| Chick-Fil-A | Flowery Branch | GA | 05/2015 | 12/2017 |
| Answers In Genesis | Petersburg | KY | 12/2017 | 08/2018 |
| Kroger Co. | Hebron | KY | 04/2018 | 11/2018 |
| Answers In Genesis | Petersburg | KY | 08/2018 | 12/2018 |
| Fidelity Brokerage Services Llc | Covington | KY | 12/2018 | Present |
| Flowery Branch High School | Flowery Branch | GA | 08/2014 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-12 |
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