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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 |
|---|---|---|---|---|
| Western Kentucky University | Bowling Green | KY | 08/2012 | 08/2017 |
| Western Kentucky University Margret Helm Library | Bowling Green | KY | 05/2015 | 05/2017 |
| Crafts & Vines | Covington | KY | 12/2016 | 11/2021 |
| Fidelity Investments | Covington | KY | 11/2021 | Present |
| Usic Llc. | Milford | OH | 03/2020 | 08/2020 |
| Alternativ Language | Beroun | 10/2018 | 06/2019 | |
| Syka Agency | Prague | 08/2018 | 08/2018 | |
| Syka Agency | Prague | 06/2019 | 08/2019 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-64539|OrgNmn:Crafts & Vines|Org Addr:Covington,Kentucky,US|OBA Nature:Bar|Invst Rel:N|Title:Employee|Duties:Giving people drinks and food|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-07 |
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