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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_RES | 2025-03-31 |
Branch Locations
Independence, KY • United States
100 Magellan Way, Covington, KY 41015-1987 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covingtion | KY | 04/2019 | Present |
| Drivetime Llc | Fairfield | OH | 06/2016 | 04/2019 |
| Mapleknoll Retirement Village | Springdale | OH | 02/2016 | 04/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-14374|OrgNmn:Blueprint Estates LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Real Estate investing and whol|Invst Rel:Y|Title:My Husband and I are owners of th|Duties:I will help manage the whole business from buys and sells to propery management|StrtDt:01-05-20|TotHrs/mon:10|TrdHrs/mon:0|OBA-94187|OrgNmn:Environ LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Selling Items online through A|Invst Rel:N|Title:Owner|Duties:find or produce products to sell or resell for a profit |StrtDt:|TotHrs/mon:10|TrdHrs/mon:2|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
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