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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 |
|---|---|---|---|---|
| Libby'S Southern Comfort| | Covington | KY | 01/2023 | Present |
| Fidelity Investments | Covington | KY | 05/2024 | Present |
| Full Time Education | Covington | KY | 05/2014 | Present |
| Velvet Smoke Bbq | White Oak | OH | 06/2021 | 03/2022 |
| Libby'S Southern Comfort | Covington | KY | 01/2019 | 11/2019 |
| Target | Oakley | OH | 10/2022 | 12/2022 |
| Northwestern Mutual | Oakley | OH | 03/2022 | 07/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-18 |
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