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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-04-09 |
| OH | RA | APPROVED | 2025-04-03 |
| TX | RA | APPROVED_RES | 2025-04-03 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Cincinnati, 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 | 08/2024 | Present |
| Unemployed | Blairsville | GA | 03/2020 | 07/2020 |
| Fe Moran / Securitas | Indianapolis | IN | 07/2020 | 07/2021 |
| Freedom Mortgage | Indianapolis | IN | 07/2021 | 10/2021 |
| Adt | Indianapolis | IN | 07/2021 | 09/2021 |
| Drake Software | Hayesville | NC | 05/2017 | 06/2018 |
| Us Bank | Cincinnati | OH | 07/2022 | 07/2024 |
| Crestview Health And Rehabilitation Center | Atlanta | GA | 06/2015 | 11/2016 |
| Victra | Blairsville | GA | 07/2018 | 03/2020 |
| Spectrum | Covington | KY | 10/2021 | 05/2022 |
| Unemployed | Blairsville | GA | 11/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-26 |
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