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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ciotti Fine Arts | Louisville | KY | 10/2014 | 12/2016 |
| Tree Care Inc. | Louisville | KY | 03/2016 | 12/2017 |
| Tree Care Inc. | Louisville | KY | 01/2018 | 03/2018 |
| Tree Care Inc. | Louisville | KY | 04/2018 | 06/2018 |
| Pruco Securities Llc | Louisville | KY | 04/2020 | 09/2020 |
| Acsia Partners, Llc | Kirkland | WA | 07/2019 | 09/2020 |
| The Prudential Insurance Company Of America | Louisville | KY | 08/2020 | 09/2020 |
| Annuity Marketing Services | Baton Rouge | LA | 02/2022 | 11/2022 |
| Savatree | Louisville | KY | 06/2021 | 11/2021 |
| Artista Investments Llc | Louisville | KY | 07/2018 | 04/2021 |
| The Leaders Group Inc | Littleton | CO | 07/2022 | 06/2023 |
| Experior Financial Group, Inc. | Cheektowaga | NY | 04/2023 | 05/2023 |
| Uber | Louisville | KY | 05/2018 | 10/2018 |
| Amazon | Louisville | KY | 10/2017 | 04/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 07/2018 | 06/2020 |
| Equitable Financial Life Insurance Company | Miami | FL | 02/2021 | 03/2021 |
| Unemployed | Louisville | KY | 05/2021 | 05/2021 |
| Savatree | Louisville | KY | 11/2021 | 02/2022 |
| Unemployed | Detroit | MI | 07/2023 | 07/2023 |
| Fidelity Investments | Detroit | MI | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-28 |
| S65 | Uniform Investment Adviser Law Examination | 2018-06-09 |
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