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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 Crosby Pkwy, Covington, KY 41015-4325 • United States
Covington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc. | Covington | KY | 08/2011 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-66366|OrgNmn:AJDK Designs|Org Addr:Covington,Kentucky,US|OBA Nature:Creation and sale of handmade |Invst Rel:N|Title:Employee|Duties:Helping to sell handmade items created by my wife and mother in law, keeping books and records for their business|StrtDt:03-02-22|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-18 |
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