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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 | 10/2023 | Present |
| Kentucky Department For Environmental Protection | Florence | KY | 06/2022 | 09/2023 |
| Simon Kenton High School | Ft. Wright | KY | 07/2022 | 10/2023 |
| Red Wolf Sanctuary & Raptor Rehabilitation Center | Rising Sun | IN | 05/2019 | 06/2022 |
| Skyline Chili | Hebron | KY | 10/2015 | 05/2019 |
| On Point Pet Resort | Hebron | KY | 07/2020 | 11/2020 |
| Trinity Church Supply | Erlanger | KY | 07/2021 | 09/2022 |
| Kenton County Schools | Ft. Wright | KY | 04/2022 | 06/2022 |
| University Of Cincinnati | Cincinnati | OH | 08/2018 | 05/2022 |
| Conner High School | Hebron | KY | 08/2014 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-103952|OrgNmn:Simon Kenton High School|Org Addr:Independen,Kentucky,US|OBA Nature:Soccer Coach|Invst Rel:N|Title:Soccer Coach|Duties:Coaching high school soccer|StrtDt:07-22-24|TotHrs/mon:40|TrdHrs/mon:10|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-16 |
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