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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 |
|---|---|---|---|---|
| Doordash | Villa Hills | KY | 01/2019 | 03/2019 |
| Walt'S Hitching Post | Fort Wright | KY | 10/2017 | 02/2018 |
| Field And Stream Shops | Crescent Springs | KY | 05/2019 | 08/2019 |
| The Home Depot | Florence | KY | 05/2020 | 08/2020 |
| Kroger Supply Chain | Florence | KY | 05/2020 | 08/2020 |
| Wild Health | Lexington | KY | 07/2020 | 08/2020 |
| Growing Deer Tv | Reeds Spring | MO | 05/2021 | 07/2021 |
| American Medical Response | Lexington | KY | 08/2021 | 11/2022 |
| Fidelity Investments | Covington | KY | 12/2022 | Present |
| Unemployed | Villa Hills | KY | 02/2000 | 10/2017 |
| Unemployed | Lexington | KY | 08/2019 | 05/2020 |
| Unemployed | Lexington | KY | 08/2020 | 05/2021 |
| Unemployed | Lexington | KY | 03/2018 | 05/2019 |
| University Of Kentucky | Lexington | KY | 08/2018 | 05/2022 |
| Covington Catholic High School | Park Hills | KY | 08/2014 | 05/2018 |
| Emtpky Emt Class | Lexington | KY | 11/2020 | 03/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-03 |
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