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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Edgewood | KY | 04/2024 | 09/2024 |
| Principal Financial Group | Des Moines | IA | 11/2019 | 01/2021 |
| Anthem, Inc. | Cincinnati | OH | 07/2013 | 11/2019 |
| Industry Lab Diagnostic Partners | West Chester | OH | 08/2022 | 04/2024 |
| Fidelity Investments | Covington | KY | 09/2024 | Present |
| Freelance Insurance Agent | Edgewood | KY | 05/2024 | 07/2024 |
| Aaa Club Alliance - Energy Insurance Agency (Subsidiary) | Wilmington | DE | 02/2021 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
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