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Account
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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-02 |
| OH | RA | APPROVED | 2026-06-02 |
Branch Locations
7810 Tylersville Square Drive, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 05/2025 | 10/2025 |
| Fidelity Investments | Covington | KY | 10/2025 | 02/2026 |
| Fidelity Investments | Covington | KY | 02/2026 | 05/2026 |
| Fifth Third Bank | West Chester | OH | 05/2026 | Present |
| Fifth Third Securities | West Chester | OH | 05/2026 | Present |
| Target | Hamilton | OH | 09/2021 | 01/2022 |
| Meijer | West Chester | OH | 05/2021 | 09/2021 |
| Buffalo Wild Wings | Kenwood | OH | 08/2023 | 08/2023 |
| Amazon | Monroe | OH | 06/2023 | 06/2023 |
| Traditions Of Lebanon | Lebanon | OH | 03/2022 | 12/2022 |
| Fidelity Investments | Covington | KY | 09/2024 | 05/2025 |
| Uber | Cincinnati | OH | 10/2023 | 09/2024 |
| Full Time College | Cincinnati | OH | 08/2022 | 08/2024 |
| Doordash | Cincinnati | OH | 10/2022 | 09/2024 |
| Fidelity Investments | Covington | KY | 06/2024 | 08/2024 |
| Full Time High School | West Chester | OH | 01/2014 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-18 |
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