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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
Union, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adm Archer Daniels Midland | Erlanger | KY | 07/2021 | 07/2022 |
| Fidelity Investments Llc | Covington | KY | 09/2022 | Present |
| Unemployed | Union | KY | 05/2020 | 07/2021 |
| Sports Plus | Evendale | OH | 10/2018 | 04/2020 |
| Jane's Saddlebag | Union | KY | 05/2017 | 08/2022 |
| Unemployed | Union | KY | 12/2015 | 04/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129545|OrgNmn:Uber|Org Addr:San Franci,California,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Delivery food/goods to clients|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-97324|OrgNmn:DoorDash|Org Addr:41042,Kentucky,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Pick up orders and deliver to recipients|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-101363|OrgNmn:Grubhub|Org Addr:Chicago,Illinois,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:delivery food|StrtDt:08-01-23|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-09 |
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