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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-14 |
| KY | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Mason, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Mason | OH | 06/2016 | 02/2018 |
| Mcalister'S Deli | West Chester | OH | 02/2018 | 06/2018 |
| Fidelity Investments | Covington | KY | 06/2026 | Present |
| The Fresh Market | West Chester | OH | 06/2018 | 12/2019 |
| Target Corporation | Cincinnati | OH | 12/2019 | 01/2020 |
| Target Corporation | West Chester | OH | 04/2020 | 05/2022 |
| Blue & Co., Llc | Cincinnati | OH | 01/2020 | 04/2020 |
| Dewey'S Pizza | West Chester | OH | 05/2022 | 10/2022 |
| Cooper'S Hawk Winery & Restaurants | Cincinnati | OH | 10/2022 | 06/2026 |
OBA-131159|OrgNmn:Cooper's Hawk Winery & Restaurants|Org Addr:Cincinnati,Ohio,US|OBA Nature:Winery/restaurant (hospitality|Invst Rel:N|Title:Employee|Duties:Bartending, selling food and inviting guests to join our wine club membership|StrtDt:10-01-22|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-10 |
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