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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
Fort Wright, KY • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
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 Investments | Covington | KY | 09/2019 | Present |
| Unemployment | Union | KY | 05/2019 | 09/2019 |
| Total Quality Logistics | Erlanger | KY | 09/2018 | 05/2019 |
| Unemployment | Union | KY | 05/2018 | 08/2018 |
| College/Transylvania University | Lexington | KY | 08/2017 | 05/2018 |
| Transylvania Univesity | Lexington | KY | 07/2017 | 07/2017 |
| College/Transylvania University | Lexington | KY | 09/2016 | 05/2017 |
| Activate | West Chester | OH | 08/2017 | 08/2017 |
| Activate | West Chester | OH | 06/2016 | 09/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-25 |
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