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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fort Mitchell | KY | 02/2024 | 05/2024 |
| Kroger | Fort Mitchell | KY | 04/2017 | 01/2022 |
| St. Elizabeth Healthcare | Edgewood | KY | 01/2022 | 02/2024 |
| Mchale'S Events And Catering | Park Hills | KY | 05/2023 | 04/2024 |
| Unemployed | Fort Mitchell | KY | 05/2014 | 04/2017 |
| Northern Kentucky University | Highland Heights | KY | 05/2021 | 07/2023 |
| Fidelity Investments | Covington | KY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-13 |
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