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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
Louisville, KY • United States
500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Louisville | KY | 06/2021 | Present |
| Key Bank | Columbus | OH | 03/2020 | 06/2021 |
| Gallos Taproom | Columbus | OH | 05/2018 | 03/2020 |
| Sprint | Reynoldsburg | OH | 08/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-31 |
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