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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 |
Branch Locations
500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Constellation Energy (Exelon) | Louisville | KY | 05/2016 | 03/2017 |
| Constellation Energy (Exelon) | Louisville | KY | 01/2017 | 01/2018 |
| Dpl Financial Partners | Louisville | KY | 02/2018 | 07/2021 |
| The Land Group | Louisville | KY | 08/2021 | 03/2022 |
| Limestone Title And Escrow | Louisville | KY | 04/2022 | 06/2022 |
| Fidelity Investments | Louisville | KY | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-88977|OrgNmn:JD Properties I, LLC|Org Addr:Louisville,Kentucky,US|OBA Nature:Single family residential prop|Invst Rel:Y|Title:Partner|Duties:*When buying/selling new property* main duty includes writing purchase contracts/listing personal property on MLS.|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|OBA-88973|OrgNmn:Stag Hill Farm, LLC|Org Addr:Lagrange,Kentucky,US|OBA Nature:Equestrian property dedicated |Invst Rel:Y|Title:Partner|Duties:Limited obligations/self-service boarding model involves limited communication with tenants|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|OBA-127385|OrgNmn:Legacy Dance Factory - Barre Instructor|Org Addr:Shelbyvill,Kentucky,US|OBA Nature:Dance studio for classical bal|Invst Rel:N|Title:Independent Contractor|Duties:I will be teaching 50-minute barre fitness classes at the dance studio that is 6 minutes from my house. On the days I work remotely (generally|StrtDt:03-01-26|TotHrs/mon:20|TrdHrs/mon:8|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-04 |
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