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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-08-07 |
| TX | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 08/2022 | Present |
| Walmart | Berea | KY | 12/2017 | 10/2022 |
| Red Lobster | Richmond | KY | 03/2016 | 11/2017 |
OBA-106245|OrgNmn:BookLeaf Publishing|Org Addr:New York,Kentucky,US|OBA Nature:BookLeaf Publishing is a self |Invst Rel:N|Title:Published author|Duties:I wrote a book. The duty/obligation has already been completed. I finished it and then submitted it. Now my obligation/duty is to wait for ann|StrtDt:03-21-24|TotHrs/mon:0.01|TrdHrs/mon:0.01|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-26 |
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