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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-17 |
| OH | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-17 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Amelia, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Health Carousel | Cincinnati | OH | 06/2017 | 03/2018 |
| Cellular Sales | Newport | KY | 01/2014 | 06/2017 |
| Fidelity Investments | Covington | KY | 04/2018 | 06/2021 |
| Medical Solutions | Cincinnati | OH | 07/2021 | 01/2024 |
| Unemployed | Amelia | OH | 01/2024 | 06/2024 |
| Empower | Greenwood Village | CO | 07/2024 | 05/2025 |
| Fidelity Investments | Covington | KY | 07/2025 | Present |
| Unemployed | Amelia | OH | 05/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-08 |
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