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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
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lodder'S Plaza Animal Clinic (Lpac) | Milville | OH | 06/2018 | 11/2020 |
| Mabry Lawn Care | Okeana | OH | 06/2019 | 08/2019 |
| Fairfield Sportsmen'S Association | Harrison | OH | 06/2020 | 08/2021 |
| Wal-Mart | Oxford | OH | 09/2021 | 01/2023 |
| Fidelity Investments | Covington | OH | 02/2023 | Present |
| Ross Middle School | Hamilton | OH | 08/2013 | 05/2017 |
| Ross High School | Hamiltion | OH | 08/2017 | 05/2021 |
| Miami Oxford University | Oxford | OH | 08/2021 | 11/2021 |
| Southern New Hampshier University | Manchester | NH | 01/2022 | 02/2023 |
| Cincy Entertainment Services | Fairfield | OH | 04/2021 | 02/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-96659|OrgNmn:Cincy Entertainment Services|Org Addr:Fairfield,Ohio,US|OBA Nature:Production Company for events |Invst Rel:N|Title:Independent Contractor|Duties:I am ocasionaly asked if I am able to help set up events if I am they are on the weekend and I run the lighting for the events. |StrtDt:03-04-23|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-12 |
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