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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
Taylor Mill, KY • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 11/2005 | 12/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Mitchell | KY | 12/2018 | 12/2019 |
| Fidelity Brokerage Services Llc | Covington | KY | 01/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-128959|OrgNmn:Stone Mill Council HOA|Org Addr:Taylor Mil,Kentucky,US|OBA Nature:Home oweners associate |Invst Rel:N|Title:HOA board member|Duties:Volunteer position help advise on buiding up keep for the association.|StrtDt:04-07-26|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-07 |
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