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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
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scarlet Management Group | Columbus | OH | 01/2016 | 12/2016 |
| Cellular Sales | Knoxville | TN | 01/2017 | 04/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2017 | 12/2019 |
| Northwestern Mutual Investment Services Llc | Louisville | KY | 11/2017 | 10/2018 |
| Northwestern Mutual Investment Services Llc | Louisville | KY | 11/2018 | 05/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2019 | 12/2019 |
| Aaron Young | Louisville | KY | 12/2019 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 03/2020 | 07/2021 |
| Bank Of America N.A. | Louisville | KY | 06/2020 | 07/2021 |
| Fidelity Investments | Covington | KY | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-11 |
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