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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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Wilmette | IL | 01/1995 | 08/2017 |
| Fifth Third Bank | Cincinnati | OH | 09/2019 | 10/2021 |
| Fifth Third Securities | Cincinnati | OH | 09/2019 | 10/2021 |
| Unemployed | Cincinnati | OH | 08/2017 | 09/2019 |
| Unemployed | Alexandria | KY | 10/2021 | 09/2022 |
| Fidelity Investments | Covington | KY | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-04 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-13 |
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