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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
Fort Wright, KY • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 01/2024 | Present |
| Freedom From Financial Fear | Addison | IL | 03/2023 | 01/2024 |
| Patriot Transport | Carol Stream | IL | 03/2015 | 10/2016 |
| Lyft | Chicago | IL | 10/2023 | 12/2023 |
| Uber | Chicago | IL | 10/2023 | 12/2023 |
| Vortex Creations Inc | Addison | IL | 11/2016 | 10/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-25 |
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