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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
100 Howe Drive, Covington, KY 41015-5000 • United States
Dayton, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 11/2023 | Present |
| Kings Hammer Soccer Club | Covington | KY | 08/2019 | 11/2023 |
| Jeff Thomas Catering | Ludlow | KY | 09/2023 | 09/2023 |
| Regeneration Schools, Avondale Elementary | Cincinnati | OH | 07/2023 | 09/2023 |
| Cultivate Behavioral Health | Fort Mitchell | KY | 04/2022 | 04/2023 |
| Dayton Independent Schools | Dayton | KY | 07/2018 | 06/2022 |
| Cincinnati Christian University | Cincinnati | OH | 02/2019 | 12/2019 |
| Break Free Administrative Consulting | Cincinnati | OH | 05/2019 | 08/2019 |
| Northern Ky Fellowship Of Christian Athletes | Highland Heights | KY | 04/2019 | 07/2019 |
| Crossroads Church, Oakley | Cincinnati | OH | 04/2019 | 07/2019 |
| Lyft | San Francisco | CA | 02/2019 | 06/2019 |
| Uber | San Francisco | CA | 04/2015 | 07/2019 |
| Doordash | San Francisco | CA | 05/2019 | 07/2019 |
| Crossroads Church, Oakley | Cincinnati | OH | 11/2017 | 04/2019 |
| Breakout Games | Lexington | KY | 06/2017 | 10/2017 |
| Boone County Schools | Florence | KY | 08/2015 | 10/2017 |
| Quaker Steak & Lube | Florence | KY | 09/2016 | 12/2016 |
| University Of The Cumberlands | Williamsburg | KY | 07/2016 | 06/2017 |
| University Of The Cumberlands | Williamsburg | KY | 08/2019 | 12/2020 |
| University Of The Cumberlands | Williamsburg | KY | 08/2021 | 12/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-125701|OrgNmn:US Youth Soccer / KY Youth Soccer|Org Addr:Dayton,Kentucky,US|OBA Nature:Officiating soccer games in va|Invst Rel:N|Title:Referee - I might technically be |Duties:Referee youth soccer games through various leagues in Greater Cincinnati area|StrtDt:02-06-26|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-26 |
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