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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED | 2025-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cincinnati & Hamilton County Public Library | Cincinnati | OH | 03/2017 | 06/2018 |
| Kenton County Public Library | Erlanger | KY | 11/2014 | 03/2017 |
| Bru Burger Bar | Ft Mitchell | KY | 08/2019 | 10/2019 |
| Self-Employed | Ft. Mitchell | KY | 08/2019 | 12/2020 |
| B7 Properties | Bristol | RI | 12/2023 | 12/2024 |
| Unemployed | Covington | KY | 12/2024 | 02/2025 |
| Diversified Capital Management | Newport | KY | 01/2021 | 12/2023 |
| Fidelity Investments | Covington | KY | 02/2025 | Present |
| Allie'S Walkabout | Erlanger | KY | 07/2018 | 07/2019 |
OBA-118209|OrgNmn:Dog Walking|Org Addr:Covington,Kentucky,US|OBA Nature:Pet Care|Invst Rel:N|Title:Dog Walker|Duties:I walk a friend's pets once or twice a week|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-22 |
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