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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 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Florida Collegiate Baseball League | Lantana | FL | 05/2022 | 07/2022 |
| The Home Depot | Lexington | KY | 05/2020 | 06/2020 |
| Bellarmine University | Louisville | KY | 08/2019 | 05/2024 |
| Dick'S Sporting Goods | Louisville | KY | 11/2021 | 01/2022 |
| Fidelity Investments | Covington | KY | 06/2024 | Present |
| Lexington Catholic High School | Lexington | KY | 08/2015 | 05/2019 |
| City Barbeque | Lexington | KY | 05/2019 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
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