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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
Louisville, KY • United States
500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Enterprises | Cincinnati | OH | 05/2020 | 02/2023 |
| Coldwell Banker Realty | Cincinnati | OH | 02/2021 | 02/2023 |
| Fidelity Investments | Cincinnati | OH | 02/2023 | Present |
| Saint James The Greater School | Cincinnati | OH | 06/2019 | 06/2020 |
| Motherhood Maternity | Cincinnati | OH | 07/2019 | 10/2019 |
| Cincinnati Hebrew Day School | Cincinnati | OH | 08/2017 | 06/2019 |
| Rose & Remington | Cincinnati | OH | 06/2018 | 12/2018 |
| Olive Garden | Cincinnati | OH | 05/2017 | 08/2017 |
| Cincinnati Childrens Hospital And Medical Center | Cincinnati | OH | 12/2014 | 12/2016 |
| Xceed | Cincinnati | OH | 06/2014 | 12/2016 |
| Uber | Cincinnati | OH | 01/2018 | 12/2019 |
| Lyft | Cincinnati | OH | 01/2018 | 12/2019 |
| Postmates | Cincinnati | OH | 01/2018 | 12/2019 |
| Self-Employed | Cincinnati | OH | 08/2011 | 06/2017 |
| Northwest Local School District | Cincinnati | OH | 06/2017 | 07/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-31 |
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