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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_RES | 2025-03-31 |
Branch Locations
Louisville, KY • United States
500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael Bush | Louisville | KY | 04/2016 | 07/2017 |
| Northwestern Mutual Investment Services Llc | Louisville | KY | 04/2016 | 11/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2016 | 11/2019 |
| J Daniel Rivers | Louisville | KY | 08/2017 | 11/2019 |
| Fidelity Brokerage Services Llc | Louisville | KY | 12/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-30 |
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