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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 |
Branch Locations
100 Magellan Way, Covington, KY 41015-1987 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 06/2006 | 09/2016 |
| Fidelity Brokerage Services Llc | Covington | KY | 01/2008 | 09/2016 |
| Stancorp Equities, Inc. | Cincinnati | OH | 10/2016 | 01/2021 |
| Standard Retirement Services, Inc. | Cincinnati | OH | 09/2016 | 01/2021 |
| Lpl Financial, Llc | Cincinnati | OH | 02/2021 | 02/2022 |
| Sheridan Road Financial, A Hub International Company | Cincinnati | OH | 02/2021 | 02/2022 |
| Stancorp Equities, Inc. | Cincinnati | OH | 02/2022 | 06/2023 |
| Stancorp Investment Advisers, Inc. | Portland | OR | 02/2022 | 06/2023 |
| Covington Latin School | Covington | KY | 09/2021 | 05/2022 |
| Fidelity Investments | Covington | KY | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-29 |
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