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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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 02/2023 | Present |
| Cornerstone Broker Insurance Services Agency | Cincinnati | OH | 10/2022 | 12/2022 |
| Doordash | San Francisco | CA | 10/2022 | 02/2023 |
| Fluent Solar | Lehi | UT | 06/2022 | 08/2022 |
| Devou Park Golf Course | Covington | KY | 05/2021 | 08/2021 |
| Sky Guard Windows | Louisville | KY | 01/2021 | 03/2021 |
| Amazon | Hebron | KY | 05/2020 | 07/2020 |
| Fedex | Indepedence | KY | 05/2019 | 07/2019 |
| Triple Crown County Club | Union | KY | 05/2016 | 08/2018 |
| University Of Kentucky | Lexington | KY | 09/2018 | 05/2022 |
| Ryle High School | Union | KY | 08/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-09 |
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