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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
161 Lexington Green Circle Suite 195, Lexington, KY 40503-3795 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centre College | Danville | KY | 08/2018 | 05/2022 |
| Family Services Association Of Boyle County | Danville | KY | 06/2021 | 08/2021 |
| Danville Country Club | Danville | KY | 06/2021 | 08/2021 |
| Penn Station East Coast Subs | Danville | KY | 08/2020 | 12/2020 |
| The Club At Uk'S Spindletop Hall | Lexington | KY | 07/2019 | 08/2020 |
| Hartland Pool And Racquet Club | Lexington | KY | 06/2020 | 08/2020 |
| Vinaigrette Salad Kitchen | Lexington | KY | 07/2017 | 08/2018 |
| Fidelity Investments | Nashville | TN | 08/2022 | Present |
| Full Time Student | Lexington | KY | 08/2011 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-21 |
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