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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-11 |
| OH | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Cincinnati | OH | 02/2022 | 04/2025 |
| The Sparrow Agency | Cincinnati | OH | 05/2010 | 01/2022 |
| Fidelity Investments | Covington | KY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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