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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 |
|---|---|---|---|---|
| Highland Cemetery | Ft Mitchell | KY | 05/2018 | 08/2018 |
| Gates Rubber Company | Hebron | KY | 05/2019 | 08/2019 |
| Fedex Ground | Independence | KY | 05/2020 | 08/2020 |
| Fidelity Investments | Covington | KY | 07/2022 | 08/2023 |
| University Of Kentucky | Lexington | KY | 08/2018 | 05/2022 |
| Beechwood Independent Schools | Ft Mitchell | KY | 09/2013 | 05/2018 |
| Instacart | Glendale | CA | 05/2021 | 07/2021 |
| Fort Mitchell Public House | Ft Mitchell | KY | 09/2016 | 02/2017 |
| Creative Image Llc | Burlington | KY | 05/2021 | 06/2021 |
| Fidelity Brokerage Services | Covington | KY | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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