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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED | 2025-11-24 |
Branch Locations
Alexandria, KY • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark Williams Auto | Cincinnati | OH | 01/2014 | 03/2022 |
| Beechmont Ford | Cincinnati | OH | 03/2024 | 07/2025 |
| Fidelity Investments | Covington | KY | 07/2025 | Present |
| A Btry 2/138 Fa - Ky Army Nat'L Guard | Carrollton | KY | 06/2007 | Present |
| Pinnacle Paving And Sealing | Milford | OH | 03/2022 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-07 |
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