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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
Independence, KY • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowes | Madison | IN | 03/2022 | 03/2022 |
| -Unemployed | -Clinton | IN | 09/2023 | 06/2024 |
| South Vermillion High School | Clinton | IN | 08/2016 | 05/2020 |
| -Unemployed | -Clinton | IN | 08/2022 | 06/2023 |
| Hanover College | Hanover | IN | 08/2020 | 05/2024 |
| Fidelity Investments | Covington | KY | 06/2024 | Present |
| Rbc Wealth Management - Indianapolis | In | IN | 06/2023 | 09/2023 |
| -Unemployed | -Clinton | IN | 03/2013 | 05/2019 |
| Kiddie Carousel Daycare | In | IN | 05/2019 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
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