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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 03/2021 | Present |
| Highlands High School | Fort Thomas | KY | 08/2019 | 03/2021 |
| Highlands High School | Fort Thomas | KY | 05/2018 | 01/2020 |
| Northern Kentucky University, Steely Library | Highland Heights | KY | 01/2018 | 05/2019 |
| University Of Louisville, Football Program | Louisville | KY | 05/2014 | 12/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-22 |
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