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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 08/2021 | Present |
| Northern Kentucky University | Highland Heights | KY | 08/2019 | 05/2021 |
| Western Kentucky University | Bowling Green | KY | 08/2017 | 05/2019 |
| Dixie Heights High School | Fort Mitchell | KY | 08/2013 | 05/2017 |
| Flying Axes | Covington | KY | 10/2019 | 07/2021 |
| Fidelity Investments | Covington | KY | 10/2020 | 04/2021 |
| Ffr Wealth Team | Covington | KY | 05/2019 | 10/2019 |
| Kelly Autism Program | Bowling Green | KY | 01/2018 | 12/2018 |
| Lowes | Florence | KY | 03/2017 | 08/2017 |
| Home City Ice | Alexandria | KY | 08/2019 | 09/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-24 |
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