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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Highland Heights, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School: University Of Cincinnati | Cincinnati | OH | 01/2022 | Present |
| School: Indiana Connections Academy | Indianapolis | IN | 08/2018 | 05/2019 |
| Ritz Charles | Carmel | IN | 05/2017 | 08/2017 |
| Corner Grill And Drinkery | Oxford | OH | 08/2021 | 12/2021 |
| Weas Engineering | Westfield | IN | 05/2023 | 08/2023 |
| Smoothie King | Westfield | IN | 03/2019 | 06/2019 |
| School: Guerin Catholic High School | Noblesville | IN | 08/2015 | 05/2018 |
| Little Caesar'S | Westfield | IN | 05/2018 | 08/2018 |
| Texas Roadhouse | Carmel | IN | 05/2022 | 12/2022 |
| School: Miami University | Oxford | OH | 08/2019 | 05/2021 |
| Sky Zone | Fishers | IN | 06/2019 | 04/2020 |
| Fidelity Investments | Covington | KY | 09/2024 | Present |
| The Bridgewater Club | Carmel | IN | 05/2021 | 08/2021 |
| Fidelity Investments | Covington | KY | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-15 |
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