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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED_RES | 2025-09-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Campbell County Police | Alexandria | KY | 07/2020 | 05/2022 |
| Fidelity Investments | Covington | KY | 03/2025 | Present |
| Mayfield Police Department | Mayfield | KY | 12/2015 | 08/2018 |
| Scott County Sheriff'S Office | Georgetown | KY | 08/2018 | 07/2020 |
| Kenton County Police Department | Independence | KY | 05/2022 | 03/2025 |
| Kentucky Army National Guard | Carrollton | KY | 03/2011 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-20 |
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