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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Louisville | Louisville | KY | 01/2016 | 05/2017 |
| St. Matthews Feed And Seed | Louisville | KY | 05/2017 | 08/2017 |
| The Red Onion | Aspen | CO | 08/2017 | 11/2017 |
| Residences At The Little Nell | Aspen | CO | 11/2017 | 04/2018 |
| Unemployed | Louisville | KY | 05/2018 | 08/2018 |
| The University Of Kentucky | Lexington | KY | 08/2018 | 12/2020 |
| Auour Investments | Wenham | MA | 05/2020 | 08/2020 |
| 21C Hotel | Lexington | KY | 09/2018 | 04/2019 |
| Residences At The Little Nell | Aspen | CO | 05/2019 | 08/2019 |
| 21C Hotel | Lexington | KY | 08/2019 | 12/2019 |
| Fidelity Investments | Westlake | TX | 02/2021 | Present |
| Unemployed | Louisville | KY | 01/2021 | 02/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-16 |
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