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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-31 |
Branch Locations
127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landscape Workshop | Lexington | KY | 05/2018 | 09/2018 |
| Bluegrass Hospitality Group | Lexington | KY | 05/2016 | 08/2017 |
| Lifetime Financial Growth | Lexington | KY | 05/2020 | 12/2020 |
| Keene Trace Golf Club | Lexington | KY | 05/2019 | 05/2020 |
| Full Time Student | Lexington | KY | 01/2011 | 05/2021 |
| Fidelity Investments | Covington | KY | 06/2021 | Present |
| The University Of Kentucky | Lexington | KY | 08/2017 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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