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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_RES | 2025-03-31 |
Branch Locations
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 Investments | Covington | KY | 10/2020 | Present |
| Unemployed | Independence | KY | 06/2020 | 10/2020 |
| Creative Bus Sales | Chino | CA | 08/2019 | 06/2020 |
| Superior Environmental Solutions | Cincinnati | OH | 02/2018 | 08/2019 |
| Great American Advisors | Cincinnati | OH | 07/2012 | 02/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-07 |
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