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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Covington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western And Southern Life | Fort Wright | KY | 02/2024 | 02/2025 |
| Lowes | Highland Heights | KY | 06/2020 | 08/2020 |
| Fifth Third | Cincinnati | OH | 02/2025 | 09/2025 |
| Rose International | Dayton | KY | 10/2023 | 01/2024 |
| Lowes | Highland Heights | KY | 06/2021 | 08/2021 |
| Centre College | Danville | KY | 08/2021 | 06/2022 |
| W&S Brokerage Services, Inc. | Fort Wright | KY | 06/2024 | 02/2025 |
| Larosas Pizzeria | Taylor Mill | KY | 08/2017 | 10/2017 |
| Anchor Glass Containers | Lawrenceburg | IN | 06/2022 | 08/2022 |
| Centre College | Danville | KY | 08/2019 | 06/2020 |
| Holy Cross High School | Covington | KY | 08/2015 | 08/2017 |
| Brentwood Landscape And Design | Alexandria | KY | 06/2023 | 10/2023 |
| Centre College | Danville | KY | 08/2022 | 06/2023 |
| Holy Cross High School | Covington | KY | 10/2017 | 06/2018 |
| Holy Cross High School | Covington | KY | 06/2018 | 06/2019 |
| Fidelity Investments | Covington | KY | 09/2025 | Present |
| Centre College | Danville | KY | 08/2020 | 06/2021 |
| Twin Oaks Country Club | Covington | KY | 06/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-03 |
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