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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altar'd State | Crestview Hills | KY | 10/2020 | 05/2023 |
| Frisch's | Independence | KY | 03/2019 | 08/2021 |
| Cincinnati Landmark Productions | Cincinnati | OH | 10/2021 | 05/2023 |
| Simon Kenton High School | Independence | KY | 07/2016 | 05/2020 |
| Fidelity Investments | Covington | KY | 05/2023 | Present |
| Northern Kentucky University | Independence | KY | 08/2020 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131894|OrgNmn:Cincinnati Landmark Productions|Org Addr:Cincinnati,Ohio,US|OBA Nature:Theater|Invst Rel:N|Title:Actress|Duties:singing, dancing, and acting|StrtDt:08-31-26|TotHrs/mon:80|TrdHrs/mon:0|OBA-129708|OrgNmn:Cincinnati Landmark Productions|Org Addr:Cincinnati,Ohio,US|OBA Nature:Theater|Invst Rel:N|Title:Actress|Duties:Singing, dancing, and acting for patrons. |StrtDt:07-12-26|TotHrs/mon:80|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-09 |
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