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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States
Zionsville, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 10/2012 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 06/2019 | 01/2020 |
| Bank Of America, N.A. | Indianapolis | IN | 06/2019 | 01/2020 |
| First Person Advisors | Indianapolis | IN | 02/2018 | 05/2019 |
| Fidelity Brokerage Services Llc | Indianapolis | IN | 01/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-09 |
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