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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_RES | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Amelia, OH • 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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 10/2023 | Present |
| Doordash | San Francisco | CA | 02/2021 | Present |
| Renofi | Philadelphia | PA | 02/2023 | 08/2023 |
| Angi/Handi Technologies | Indianapolis | IN | 07/2022 | 12/2022 |
| K. Davis Insurance Agency Llc | Amelia | OH | 04/2021 | 07/2022 |
| Mike Geoppinger Allstate Agency | Cincinnati | OH | 03/2021 | 04/2021 |
| Rdi Marketing | Milford | OH | 06/2015 | 02/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-103548|OrgNmn:Doordash|Org Addr:San Franci,California,US|OBA Nature:Delivery service|Invst Rel:N|Title:Independent Contractor|Duties:To deliver orders from restaurants |StrtDt:05-01-21|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-20 |
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