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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 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 07/2021 | Present |
| Young Professionals Choral Collective | Cincinnati | OH | 07/2018 | 07/2021 |
| Cincinnati Pulic Schools | Cincinnati | OH | 08/2012 | 07/2018 |
| Cincinnati Opera Association | Cincinnati | OH | 01/2019 | 06/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-61267|OrgNmn:The SunBurners LLC|Org Addr:Mt. Orab,Ohio,US|OBA Nature:Musical entertainment group (b|Invst Rel:N|Title:Independent Contractor|Duties:I manage bookings with our clients and perform with the group.|StrtDt:07-23-21|TotHrs/mon:26|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-09 |
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