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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
Lakeside Park, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 09/2023 | Present |
| Quality Chemical Laboratories | Wilmington | NC | 04/2022 | 09/2023 |
| Quality Chemical Laboratories | Wilmington | NC | 09/2021 | 04/2022 |
| Costco Wholesale | Wilmington | NC | 07/2020 | 08/2020 |
| University Of Kentucky | Lexington | KY | 08/2017 | 05/2021 |
| Smithfield'S Chicken N Bbq | Wilmington | NC | 06/2020 | 07/2020 |
| Chick-Fil-A | Lexington | KY | 07/2019 | 09/2019 |
| Smithfield'S Chicken N Bbq | Wilmington | NC | 06/2018 | 08/2018 |
| John T Hoggard High School | Wilmington | NC | 08/2013 | 06/2017 |
| Diamond Catering Services | Wilmington | NC | 05/2018 | 06/2018 |
| Krispy Kreme | Wilmington | NC | 06/2015 | 08/2017 |
| Unemployed | Wilmington | NC | 05/2021 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-03 |
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