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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
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 | 11/2018 | Present |
| Veritude | Covington | KY | 03/2018 | 11/2018 |
| State Of Kentucky | Covington | KY | 10/2013 | 03/2018 |
| Amazon | Hebron | KY | 03/2015 | 10/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-18764|OrgNmn:Falls Holding Group LLC|Org Addr:Union,Kentucky,US|OBA Nature:Rental Property\Real Estate LL|Invst Rel:Y|Title:Co-Owner|Duties:Landlord Duties|StrtDt:04-09-21|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-30 |
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