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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
500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Louisville | KY | 03/2023 | Present |
| Unemployed | Crestwood | KY | 10/2022 | 03/2023 |
| Shipt | Crestwood | KY | 11/2022 | 12/2022 |
| Amerihome Mortgage | Las Colinas | TX | 02/2020 | 10/2022 |
| Primelending Mortgage | Dallas | TX | 09/2017 | 02/2020 |
| Citimortgage | Irving | TX | 12/2016 | 04/2017 |
| Lula Roe Clothing Boutique | Little Elm | TX | 10/2016 | 08/2017 |
| Optimal Blue | Plano | TX | 08/2014 | 12/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-105124|OrgNmn:Redbox+ Dumpsters of SouthWest Florida|Org Addr:Crestwood,Kentucky,US|OBA Nature:Dumpster roll off business for|Invst Rel:N|Title:Officer|Duties:Informational meetings and consultations, recording the minutes for an annual meeting|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-120584|OrgNmn:Door Dash|Org Addr:Crestwood,Kentucky,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food for Door Dash|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-17 |
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