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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 01/2022 | Present |
| Coldwell Banker Realty | Fort Mitchell | KY | 10/2019 | 01/2022 |
| Camporosso | Fort Mitchell | KY | 08/2021 | 01/2022 |
| Taste Of Belgium | Crestview Hills | KY | 03/2021 | 11/2021 |
| Blue Moon Estate Sales | Highland Heights | KY | 03/2021 | 07/2021 |
| Mackenzie River Pizza Pub And Grill | Crestview Hills | KY | 07/2017 | 08/2018 |
| Commonwealth Bank And Trust | Florence | KY | 08/2018 | 05/2019 |
| Mackenzie River Pizza Pub And Grill | Crestview Hills | KY | 04/2019 | 01/2021 |
| Coldwell Banker Realty | Fort Mitchell | KY | 11/2016 | 09/2018 |
| Larosas Pizzeria | Crescent Springs | KY | 07/2015 | 01/2017 |
| Student | Highland Heights | KY | 08/2014 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-03 |
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