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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 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hol'AB Beverage Mart Jan Mogwitz | Peine | 08/2016 | 11/2016 | |
| Unemployed | Cincinnati | OH | 12/2016 | 02/2017 |
| Hol'AB Beverage Mart | Leiferde | 03/2017 | 04/2018 | |
| Unemployed | Cincinnati | OH | 05/2018 | 08/2018 |
| Deeper Roots Coffee | Cincinnat | OH | 09/2018 | 09/2022 |
| Collective Espresso | Cincinnati | OH | 09/2018 | 12/2019 |
| Cincinnati Christian University | Cincinnati | OH | 09/2018 | 12/2019 |
| Fidelity Investments | Covington | KY | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-28 |
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