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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 | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Covington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Louisville | KY | 05/2021 | 06/2021 |
| Isco Industries | Louisville | KY | 03/2023 | 08/2024 |
| Commonwealth Insurance Partners | Louisville | KY | 06/2020 | 07/2020 |
| I Love Juice Bar | Louisville | KY | 06/2016 | 08/2017 |
| Centre College | Danville | KY | 08/2017 | 05/2021 |
| Cracker Barrel | Louisville | KY | 11/2022 | 12/2022 |
| Paul'S Fruit Market | Louisville | KY | 04/2020 | 06/2020 |
| Brown Forman | Louisville | KY | 06/2021 | 08/2021 |
| Unemployed | Louisville | KY | 12/2022 | 03/2023 |
| Fidelity Investments | Covington | KY | 09/2024 | Present |
| Action Graphics | Louisville | KY | 05/2018 | 08/2019 |
| Edelweiss Lodge And Resort | Garmisch-Partenkirchen | 08/2021 | 10/2022 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-14 |
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