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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_RES | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Erlanger, KY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Depot | Florence | KY | 02/2016 | 03/2017 |
| Snappy Tents | Florence | KY | 06/2017 | 11/2017 |
| Copper Mountain | Frisco | CO | 11/2017 | 12/2017 |
| Unemployed | Union | KY | 01/2018 | 05/2018 |
| United Parcel Service | Walton | KY | 05/2018 | 05/2018 |
| Unemployed | Union | KY | 06/2018 | 01/2019 |
| Kroger E-Commerce | Florence | KY | 01/2019 | 01/2020 |
| Jersey Mikes | Florence | KY | 01/2020 | 01/2021 |
| Verizon Wireless | Florence | KY | 12/2020 | 01/2021 |
| Morris Furniture | Florence | KY | 01/2021 | 02/2021 |
| Ion/Apex | Florence | KY | 02/2021 | 10/2021 |
| Crafstman Electric | Cincinnati | OH | 08/2021 | 08/2021 |
| Skyline Tavern | Highland Heights | KY | 10/2021 | 06/2022 |
| Go-Getter Tree Service | Ryland Heights | KY | 06/2022 | 03/2023 |
| Fidelity Investments | Covington | KY | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-31 |
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