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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Crosby Pkwy, Covington, KY 41015-4325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tousey House Tavern | Burlington | KY | 08/2016 | 11/2016 |
| Palm Beach Tan | Hebron | KY | 01/2017 | 09/2017 |
| Fifth Third Bank | Ft. Mitchell | KY | 10/2017 | 08/2019 |
| Meghan Moore- Realtor, Keller Williams Realty Services | Florence | KY | 08/2019 | 12/2021 |
| Fidelity Investments | Wilder | KY | 12/2021 | Present |
| Northern Kentucky University | Highland Heights | KY | 01/2017 | 05/2021 |
| Cooper High School | Union | KY | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-13 |
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