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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 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States
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 Brokerage Services Llc | Covington | KY | 01/2015 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-96547|OrgNmn:BSA Troop 1452|Org Addr:Cincinnati,Ohio,US|OBA Nature:Treasurer for this BSA Troop|Invst Rel:N|Title:Treasurer|Duties:I will be responsible for receiving payment from scouts and their payments for events, depositing those funds to the troop's bank account, rec|StrtDt:02-20-23|TotHrs/mon:6|TrdHrs/mon:2|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-29 |
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