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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 03/2019 | Present |
| Northwestern Mutual | Lexington | KY | 05/2018 | 02/2019 |
| Georgetown College | Georgetown | KY | 08/2014 | 05/2018 |
| Local 5 Stagehands | Cincinnati | KY | 06/2014 | 03/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-30 |
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