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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_RES | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Union, KY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 10/2022 | Present |
| Radiant Global Logistics | Hebron | KY | 12/2019 | 10/2022 |
| Beef O' Brady's | Louisville | KY | 01/2019 | 11/2019 |
| Total Quality Logistics | Louisville | KY | 05/2018 | 01/2019 |
| Beef O' Brady's | Louisville | KY | 06/2017 | 05/2018 |
| Tapingo | Louisville | KY | 03/2016 | 06/2017 |
| Finns Southern Kitchen | Louisville | KY | 04/2016 | 09/2016 |
| University Of Louisville | Louisville | KY | 08/2013 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-03 |
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