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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
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 Investments | Covington | KY | 06/2022 | Present |
| Boone County School District | Florence | KY | 08/2020 | 06/2022 |
| Beaufort County School District | Beaufort | SC | 01/2020 | 08/2020 |
| Unemployed | Unempolyed | KY | 08/2019 | 01/2020 |
| Erlanger-Elsmere Independent School District | Erlanger | KY | 08/2018 | 08/2019 |
| Student | Highland Heights | KY | 01/2016 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-10 |
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