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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
100 Magellan Way, Covington, KY 41015-1987 • United States
Norwood, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 06/2020 | Present |
| Yum! Brands | Louisville | KY | 08/2019 | 05/2020 |
| Quaker, Steak, And Lube | Florence | KY | 07/2019 | 08/2019 |
| Essec University | Cergy | 02/2019 | 06/2019 | |
| Quaker, Steak, And Lube | Florence | KY | 01/2019 | 02/2019 |
| Wilson Family | Louisville | KY | 08/2017 | 12/2018 |
| Kelley, Galloway, Smith, Goolsby | Cool Springs | KY | 05/2017 | 08/2017 |
| American Eagle | Lousville | KY | 02/2017 | 05/2017 |
| Justice | Florence | KY | 12/2016 | 01/2017 |
| Victoria's Secret | Louisville | KY | 08/2016 | 11/2016 |
| University Of Louisville | Louisville | KY | 08/2016 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-12 |
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