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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-11 |
| TX | RA | APPROVED | 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 |
|---|---|---|---|---|
| Fidelity Investments | Denver | CO | 05/2021 | Present |
| Drakes | Louisvillle | KY | 03/2021 | 05/2021 |
| Northwestern Mutual | Louisville | KY | 05/2020 | 01/2021 |
| Carsons | Lexington | KY | 07/2019 | 12/2019 |
| Unemployed | Louisville | KY | 01/2020 | 05/2020 |
| Idle Hour Country Club | Lexington | KY | 04/2018 | 07/2019 |
| Drakes | Lexington | KY | 08/2016 | 04/2017 |
| University Of Kentucky | Lexington | KY | 08/2015 | 12/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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