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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 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 07/2022 | Present |
| Activate Games | Lexington | KY | 06/2022 | 07/2022 |
| Door Dash | Tiffin | OH | 01/2022 | 01/2022 |
| Robert W. Baird & Co., Incorporated | Lexington | KY | 06/2021 | 08/2021 |
| Kroger | Lexington | KY | 05/2020 | 06/2020 |
| Breakout Games | Lexington | KY | 06/2019 | 12/2019 |
| Color Chaos | Lexington | KY | 01/2019 | 06/2019 |
| Vinaigrette Salad Kitchen | Lexington | KY | 05/2015 | 12/2018 |
| Fourview | Lexington | KY | 06/2018 | 09/2018 |
| Tiffin University | Tiffin | OH | 01/2020 | 04/2022 |
| University Of Kentucky | Lexington | KY | 08/2018 | 01/2020 |
| Paul Laurence Dunbar | Lexington | KY | 08/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-04 |
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