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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Fort Wright, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Lexington | KY | 08/2006 | 04/2025 |
| Postmasters Pub | Lexington | KY | 03/2022 | 10/2022 |
| Kentucky Cooperative Extension Service | Lexington | KY | 01/2025 | 04/2025 |
| Thomasson Landscape | Louisville | KY | 04/2019 | 04/2025 |
| Dick'S Sporting Goods | Lexington | KY | 08/2022 | 04/2023 |
| Vivid Impacts | Louisville | KY | 05/2019 | 08/2019 |
| The Individual, Relational, & Financial Therapy (I-Raft) Clinic | Lexington | KY | 01/2025 | 04/2025 |
| Fidelity Investments | Covington | KY | 05/2025 | Present |
| Bear And The Butcher | Lexington | KY | 10/2021 | 10/2022 |
| Ups Warehouse | Lexington | KY | 10/2020 | 10/2021 |
| Genesis Health Clubs - Blairwood Tennis, Swim & Fitness | Louisville | KY | 05/2019 | 08/2019 |
| Lexington Country Club | Lexington | KY | 05/2023 | 07/2024 |
| Ups Worldport | Louisville | KY | 02/2020 | 07/2020 |
| Tri-State Parking At Jeff Ruby'S Steakhouse | Lexington | KY | 07/2023 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-08 |
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