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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 03/2023 | 08/2026 |
| Starbucks Coffee | Lexington | KY | 05/2020 | 02/2023 |
| Amazon | Lexington | KY | 05/2022 | 02/2023 |
| Mtrg 989, Llc | Lexington | KY | 11/2020 | 01/2021 |
| Morehead State University | Morehead | KY | 08/2020 | 05/2021 |
| Walt Disney World Resorts | Orlando | FL | 01/2020 | 03/2020 |
| Morehead State University | Morehead | KY | 08/2019 | 12/2019 |
| Ross Stores, Inc | Lexington | KY | 10/2017 | 12/2017 |
| Mcdonalds | Lexington | KY | 12/2015 | 10/2017 |
| Mtrg 989, Llc | Lexington | KY | 01/2018 | 08/2020 |
| Paul Laurence Dunbar Highschool | Lexington | KY | 08/2014 | 05/2017 |
| Bluegrass Community And Technical College | Lexington | KY | 08/2017 | 05/2019 |
| Morehead State University | Morehead | KY | 08/2019 | 12/2022 |
| Edelman Financial Engines | Santa Clara | CA | 08/2026 | Present |
1) Aperture Artistry by Mirlen; INVESTMENT RELATED: No; ADDRESS: Lexington, KY; NATURE: Photography Hobby; POSITION: Main Owner/Photographer; START DATE: 07/01/1016; NUMBER OF HOURS/MONTH: 3 hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 hrs.; DUTIES: I take photos and edit them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-22 |
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