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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 03/2016 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130635|OrgNmn:NKU Alumni Board|Org Addr:Highland H,Kentucky,US|OBA Nature:This is a voulentary unpaid po|Invst Rel:N|Title:Alumni Member|Duties:I have little participation 4 times a year- and work within the recruiting side of the board which means that I help our program develop ideas|StrtDt:04-01-25|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-15 |
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