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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
Fort Thomas, KY • United States
100 Howe Drive, Covington, KY 41015-5000 • 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 | 11/2020 | Present |
| State Farm | Fort Thomas | KY | 02/2018 | 01/2020 |
| Cincinnati School Of Music | Cincinnati | OH | 08/2014 | 11/2020 |
| Norther Kentucky University | Highland Heights | KY | 08/2014 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-112667|OrgNmn:TikTok Shop|Org Addr:Fort Thoma,Kentucky,US|OBA Nature:I make TikTok videos for produ|Invst Rel:N|Title:TikTok Shop Affiliate |Duties:Make TikTok Videos |StrtDt:08-08-24|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-28 |
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