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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 | 06/2023 | Present |
| D1 Training | Hebron | KY | 04/2023 | 06/2023 |
| Designed.cO | Sunny Isles Beach | FL | 09/2021 | 03/2023 |
| Fellowship Of Chirstian Athletes | Union | KY | 01/2019 | 08/2021 |
| Vineyard Christian Church | Florence | KY | 02/2012 | 11/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
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