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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 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Bellevue, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 05/2020 | 09/2021 |
| Campbell County School | Alexandria | KY | 08/2019 | 03/2020 |
| Saint Ursula Academy | Cincinnati | OH | 08/2015 | 06/2019 |
| Interalliance Of Greater Cincinnati | Cincinnati | OH | 06/2014 | 07/2019 |
| Educational Testing Service/College Board | Princeton | NJ | 06/2019 | 06/2019 |
| Educational Testing Service/College Board | Princeton | NJ | 06/2018 | 06/2018 |
| Ubs Financial Services, Inc | Cincinnati | OH | 03/2022 | 09/2022 |
| World Affairs Council Of Cincinnati And Northern Kentucky | Highland Heights | KY | 09/2021 | 03/2022 |
| Fidelity Investments | Covington | KY | 10/2022 | Present |
| Kohl'S, Inc | Cincinnati | OH | 10/2021 | 12/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-14 |
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