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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
100 Howe Drive, Covington, KY 41015-5000 • United States
Bellevue, KY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 10/2007 | Present |
| Fidelity Brokerage Services Llc | Covington | KY | 01/2008 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-116200|OrgNmn:Wreaths by Karen|Org Addr:Bellevue,Kentucky,US|OBA Nature:Selling hand made custom wreat|Invst Rel:N|Title:Sole Proprietor|Duties:Business Owner, making products and selling them|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-09 |
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