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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
Independence, KY • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 08/2021 | Present |
| Coke Consolidated | Erlanger | KY | 08/2019 | 08/2021 |
| Jimmy John'S | Blue Ash | OH | 11/2017 | 08/2019 |
| Zillow Group | Cincinnati | OH | 02/2016 | 10/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-10 |
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