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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-25 |
| TX | RA | APPROVED | 2025-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 08/2025 | Present |
| Southern Glazer'S Wine & Spirits | Louisville | KY | 04/2016 | 02/2023 |
| Unemployed | Independence | KY | 02/2023 | 04/2023 |
| Snap Finance, Llc | Salt Lake City | UT | 05/2023 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-25 |
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