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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED_RES | 2026-07-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Union, KY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greensky | Atlanta | GA | 02/2016 | 08/2025 |
| Fidelity Investments | Covington | KY | 11/2025 | Present |
| Unemployed | Elsmere | KY | 08/2025 | 11/2025 |
| Fidelity Brokerage Services Llc | Covington | KY | 07/2026 | Present |
OBA-127358|OrgNmn:The Botanica Priestess|Org Addr:Union,Kentucky,US|OBA Nature:I sell handmade goods on Etsy.|Invst Rel:N|Title:Owner|Duties:I make soaps and pack and ship orders. |StrtDt:10-01-20|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-16 |
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