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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 Investment | Covington | KY | 07/2023 | Present |
| Steeplechase Elementary | Walton | KY | 06/2021 | 06/2023 |
| Holpro Vision, Ltd. | Union | KY | 03/2021 | 12/2022 |
| New Haven Elementary | Union | KY | 08/2016 | 06/2021 |
| Washington Square Cafe | Burlington | KY | 07/2022 | 07/2023 |
| University Of The Cumberlands | Williamsburg | KY | 08/2017 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-29 |
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