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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 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Lakeside Park | KY | 08/2016 | 12/2016 |
| Greyhound Tavern | Fort Mitchell | KY | 12/2016 | 12/2016 |
| Unemployment | Lakeside Park | KY | 12/2016 | 03/2017 |
| Skyline Chili | Park Hills | KY | 03/2017 | 06/2017 |
| Pomeroy It Solutions | Hebron | KY | 06/2017 | 08/2017 |
| Unemployment | Lakeside Park | KY | 08/2017 | 06/2018 |
| Pomeroy It Solutions | Hebron | KY | 06/2018 | 08/2018 |
| Unemployment | Lakeside Park | KY | 08/2018 | 06/2019 |
| Sunrise Technology | Cold Spring | KY | 06/2019 | 08/2019 |
| Unemployment | Lakeside Park | KY | 08/2019 | 05/2020 |
| Point Arc. Apparel Company | Covington | KY | 05/2020 | 07/2020 |
| Behle Street By Sheli | Fort Mitchell | KY | 07/2020 | 12/2020 |
| Vonlehman Cpa And Advisory Firm | Park Hills | KY | 12/2020 | 03/2021 |
| Behle Street By Sheli | Fort Mitchell | KY | 03/2021 | 03/2022 |
| Fidelity Investments | Durham | NC | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-14 |
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