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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 04/2023 | Present |
| Saint Catherine Of Sienna | Fort Thomas | KY | 05/2022 | 08/2022 |
| Tj Maxx | Florence | KY | 05/2021 | 11/2021 |
| Fedex | Independence | KY | 05/2020 | 08/2020 |
| Fedex | Independence | KY | 05/2019 | 08/2019 |
| Doordash | Remote | KY | 12/2021 | 05/2022 |
| Silverlake | Erlanger | KY | 05/2017 | 08/2018 |
| Mary Queen Of Heaven | Erlanger | KY | 01/2017 | 05/2018 |
| Saint Henry Grade School | Elsmere | KY | 05/2018 | 08/2018 |
| Wendy'S | Florence | KY | 09/2016 | 12/2016 |
| Unemployed | Unemployed | KY | 01/2013 | 09/2016 |
| Unemployed | Unemployed | KY | 01/2023 | 04/2023 |
| Saint Henry District High School | Erlanger | KY | 08/2014 | 05/2018 |
| University Of Kentucky | Lexington | KY | 08/2018 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-23 |
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