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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-10 |
| KY | RA | APPROVED | 2026-07-15 |
Branch Locations
600 Grant St, Pittsburgh, PA 15219 • United States
4023 Finn Way, Lexington, KY 40517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott County School System | Georgetown | KY | 10/2023 | 03/2024 |
| Wct Services | Georgetown | KY | 05/2023 | 09/2023 |
| Ups | Lexington | KY | 10/2022 | 05/2023 |
| Fidelity Investments | Covington | KY | 04/2024 | 06/2026 |
| Toyota Motor Manufacturing Kentucky | Georgetown | KY | 09/2019 | 10/2022 |
| United Bank | Georgetown | KY | 11/2015 | 02/2017 |
| -Kelly Services | Georgetown | KY | 02/2017 | 09/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lexington | KY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-24 |
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