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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 |
Branch Locations
100 Magellan Way, Covington, KY 41015-1987 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Cincinnati | OH | 09/2000 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-101382|OrgNmn:Loveland Youth Volleyball Organization|Org Addr:Loveland,Ohio,US|OBA Nature:This is a Youth Volleyball Org|Invst Rel:N|Title:Treasurer |Duties:Board member, role of Treasurer. I would be in charge of handling the money associated with the organization. Handling the checking account, c|StrtDt:07-08-25|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-03 |
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