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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Lakeside Park, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 09/2011 | 08/2017 |
| Fifth Third Bank | Cincinnati | OH | 09/2017 | 02/2019 |
| Fifth Third Securities | Cincinnati | OH | 06/2018 | 02/2019 |
| Fidelity Brokerage Services, Llc. | Covington | KY | 02/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-21 |
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