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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-08 |
| KY | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 05/2024 | Present |
| Chick-Fil-A | Newport | KY | 03/2024 | 05/2024 |
| Fifth Third Private Bank | Cincinnati | OH | 08/2023 | 12/2023 |
| Cincinnati Insurance Companies | Fairfield | OH | 05/2022 | 08/2023 |
| University Of Cincinnati College Of Engineering And Applied Sci | Cincinnati | OH | 08/2021 | 05/2022 |
| O'BRyans Wine And Spirits | Loveland | OH | 05/2019 | 08/2021 |
| Ups | Cincinnati | OH | 12/2021 | 01/2022 |
| Great Wolf Lodge | Mason | OH | 06/2018 | 07/2018 |
| Chick-Fil-A | Newport | OH | 03/2022 | 04/2022 |
| Kings Local School District | Kings Mills | OH | 08/2007 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-11 |
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