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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 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 06/2020 | Present |
| Paycor | Cincinnati | OH | 08/2019 | 04/2020 |
| Wiefit | Newport | KY | 08/2017 | 08/2019 |
| Fidelity Investments | Covington | KY | 06/2018 | 08/2018 |
| Education At Work (Fidelity Investments) | Covington | KY | 04/2017 | 08/2017 |
| Ruffalo Noel Levitz | Cincinnati | OH | 01/2017 | 02/2017 |
| Coney Island Amusement Park | Cincinnati | OH | 07/2016 | 09/2016 |
| Coney Island Amusement Park | Cincinnati | OH | 06/2015 | 09/2016 |
| University Of Cincinnati | Cincinnati | OH | 08/2016 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-20 |
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