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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
Cincinnati, OH • United States
3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossroads Church | Oh | OH | 06/2022 | 11/2023 |
| Crossroads Church | Oh | OH | 05/2021 | 06/2022 |
| Fidelity Investments | Covington | KY | 12/2023 | Present |
| Forager Coffee & Tea | Oh | OH | 10/2023 | Present |
| Young Life | Co | CO | 06/2015 | 08/2017 |
| Crossroads Church | Oh | OH | 11/2017 | 05/2021 |
| Unemployed | Elsmere | KY | 08/2017 | 11/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-29 |
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