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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED_RES | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Sacramento | CA | 04/2026 | Present |
| Eat Well Celebrations And Feasts | Cincinnati | OH | 10/2012 | 08/2017 |
| Fidelity Investments, Llc | Covington | KY | 08/2017 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 09/2019 | 05/2022 |
| Bank Of America, N.A. | Cincinnati | OH | 09/2019 | 04/2022 |
| J.P. Morgan Securities Llc | Cincinnati | OH | 05/2022 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Cincinnati | OH | 05/2022 | 06/2025 |
| Fidelity Personal And Workplace Advisors | Covington | KY | 11/2018 | 06/2019 |
| Rising Tide Financial, Llc - Mobile Application | Cincinnati | OH | 06/2025 | 04/2026 |
| Urban Wealth Management Llc | Cincinnati | OH | 09/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-28 |
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