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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 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Maineville, OH • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 02/2023 | Present |
| Unemployed | Maineville | OH | 10/2022 | 02/2023 |
| Northern Kentucky University | Highland Heights | KY | 10/2021 | 09/2022 |
| Brinks Inc | Columbus | OH | 06/2017 | 06/2021 |
| Sanmar | West Chester | OH | 02/2017 | 06/2017 |
| Us Army | El Paso | TX | 07/2013 | 11/2016 |
| Ashford University | San Diego | CA | 07/2017 | 02/2020 |
| Unemployed | Maineville | OH | 07/2021 | 09/2021 |
| Unemployed | Cincinnati | OH | 12/2016 | 01/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-104238|OrgNmn:Genki Mindset|Org Addr:Maineville,Ohio,US|OBA Nature:Rental Real Estate Investing|Invst Rel:Y|Title:Sole Proprietor|Duties:Searching, analyzing, negotiating, and purchasing/selling rental real estate properties|StrtDt:|TotHrs/mon:100|TrdHrs/mon:10|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-12 |
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