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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Hill Country Club | Crestview Hills | KY | 09/2019 | 06/2022 |
| Pirates Cove | Cincinnati | OH | 05/2019 | 08/2019 |
| Buffalo Wings And Rings | Crestview Hills | KY | 12/2018 | 05/2020 |
| Fidelity Investments | Covington | KY | 10/2022 | Present |
| University Of Kentucky | Lexington | KY | 08/2013 | 05/2020 |
| Unemployment | Taylor Mill | KY | 06/2022 | 10/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-20 |
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