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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 Magellan Way, Covington, KY 41015-1987 • United States
Edgewood, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 12/2020 | Present |
| Texas Tech University | Lubbock | TX | 09/2020 | 12/2020 |
| Fiserv | Brookfield | WI | 07/2020 | 08/2020 |
| Summit Hills Country Club | Edgewood | KY | 05/2020 | 07/2020 |
| Chili's Grill & Bar | Spring | TX | 04/2017 | 07/2017 |
| Student | The Woodlands | TX | 08/2005 | 04/2017 |
| University Of North Carolina Wilmington | Wilmington | NC | 07/2017 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
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