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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-25 |
| TX | RA | APPROVED | 2026-08-25 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Taylor Mill, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon | Hebron | KY | 09/2021 | 04/2022 |
| Northen Kentucky University | Highland Heights | KY | 08/2021 | 05/2025 |
| Amazon | Florence | KY | 05/2023 | 01/2024 |
| Plante Moran | Cincinnati | OH | 06/2024 | 08/2024 |
| Fidelity Investments | Covington | KY | 06/2025 | Present |
| Scott High School | Taylor Mill | KY | 08/2017 | 05/2021 |
| Grant Thornton | Cincinnati | OH | 01/2024 | 04/2024 |
| Woodland Middle School | Taylor Mill | KY | 08/2014 | 05/2017 |
| Harmon'S Barbecue | Ft Wright | KY | 03/2020 | 02/2023 |
| Blue & Co., Llc | Cincinnati | OH | 01/2023 | 04/2023 |
| Deloitte | Cincinnati | OH | 01/2025 | 04/2025 |
| Unemployed | Taylor Mill | KY | 05/2017 | 08/2017 |
| Amazon | Hebron | KY | 09/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-25 |
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