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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_RES | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Germantown, KY • 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 |
|---|---|---|---|---|
| Ky National Guard | Kentucky | KY | 05/2016 | 05/2021 |
| Fidelity | Covington | KY | 12/2023 | Present |
| Ky Army National Guard | Kentucky | KY | 01/2015 | 10/2023 |
| Cellular Sales | Kentucky | KY | 11/2021 | 11/2023 |
| Amazon | Kentucky | KY | 02/2021 | 03/2021 |
| Sabsaf Logistics | California | CA | 06/2021 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-26 |
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