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100 East Rivercenter Blvd Suite 810, Covington, KY 41011-1513 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
| KY | RA | APPROVED | 2019-12-11 |
Branch Locations
100 East Rivercenter Blvd Suite 810, Covington, KY 41011-1513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 07/2015 | 08/2017 |
| Principled Wealth Advisors, Llc | Covington | KY | 08/2017 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2018 | 03/2026 |
1. Co-owner, Principled Wealth Advisors; a private entity established to facilitate advisory business; as of 1/09/2026; 100% of time spent during business hours; Covington, KY; Investment related. 2. Founder, Little Liturgy; 3D printing and selling toy figures, Located at 155 Connor Lane, Lewis Center, OH 43035, as of 05/31/2023; 0% time spent during business hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-14 |
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