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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 Magellan Way, Covington, KY 41015-1987 • United States
Elsmere, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 06/2022 | Present |
| Regal Rexnord | Florence | KY | 09/2021 | 06/2022 |
| Positive Solutions Behavior Group | Florence | KY | 07/2020 | 09/2021 |
| Gap, Inc | Erlanger | KY | 09/2019 | 03/2020 |
| Regal Beloit | Florence | KY | 12/2018 | 08/2019 |
| Dhl Express | Erlanger | KY | 07/2017 | 12/2018 |
| Jcpenney | Florence | KY | 09/2014 | 07/2017 |
| Gap, Inc | Erlanger | KY | 12/2020 | 05/2021 |
| Cinemark | Florence | KY | 02/2016 | 10/2016 |
| Northern Kentucky University | Highland Heights | KY | 01/2018 | 12/2020 |
| The University Of Cincinnati | Cincinnati | OH | 08/2016 | 12/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-17 |
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