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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Dry Ridge, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 02/2023 | Present |
| Owen County Board Of Education | Owenton | KY | 07/2022 | 12/2022 |
| Unemployed/Retired | Dry Ridge | KY | 01/2023 | 02/2023 |
| Grant County Board Of Education | Williamstown | KY | 07/2002 | 07/2022 |
| Answers In Genesis | Williamstown | KY | 06/2018 | 12/2018 |
| Georgetown College | Georgetown | KY | 01/2022 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-07 |
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