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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-13 |
| KY | RA | APPROVED | 2025-07-16 |
Branch Locations
161 Lexington Green Circle Suite 195, Lexington, KY 40503-3795 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Kentucky - Innovation And Population Health Center | Lexington | KY | 11/2022 | 12/2024 |
| Lexington Center Corporation | Lexington | KY | 07/2017 | 07/2020 |
| Stage Call 346 Corporation | Lexington | KY | 06/2014 | 10/2022 |
| Unemployed | Lexington | KY | 07/2020 | 05/2021 |
| Costco Wholesale | Lexington | KY | 05/2021 | 08/2021 |
| Fidelity Investments | Lexington | KY | 12/2024 | Present |
| Central Bank Center | Lexington | KY | 08/2021 | 04/2022 |
| University Of Kentucky - Office Of University Events | Lexington | KY | 04/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
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