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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-08-13 |
| TX | RA | APPROVED | 2025-08-13 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campbell Co School District | Newport | KY | 10/2024 | 03/2025 |
| Fidelity Investments | Covington | KY | 04/2025 | Present |
| Cellular Sales | San Luis Obispo | CA | 10/2010 | 09/2024 |
| White Horse Freight | Fort Mitchell | KY | 09/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
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