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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| KY | RA | APPROVED | 2025-03-31 |
Branch Locations
161 Lexington Green Circle Suite 195, Lexington, KY 40503-3795 • United States
Lexington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Lexington | KY | 04/2016 | 11/2016 |
| Krm Wagering Llc/Red Mile Race Track | Lexington | KY | 11/2016 | 11/2018 |
| Vail Resorts | Vail | CO | 12/2018 | 04/2019 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 05/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-30 |
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