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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-03 |
| TX | RA | APPROVED | 2025-07-03 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
100 Crosby Pkwy, Covington, KY 41015-4325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 04/2024 | Present |
| -Unemployed | Southgate | KY | 01/2023 | 07/2023 |
| Furry And Fabulous | Wilder | KY | 07/2023 | 03/2024 |
| Greater Cincinnati Veterinary Specialists | Wilder | KY | 01/2015 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-26 |
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