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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-07 |
| KY | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 05/2024 | Present |
| Current Hr / Blair Tech | Covington | KY | 06/2023 | 11/2023 |
| Progressive Sales Solutions | Oh | OH | 10/2013 | 04/2024 |
OBA-109704|OrgNmn:Progressive Sales Solutions|Org Addr:New Richmo,Ohio,US|OBA Nature:Provider of Communication skil|Invst Rel:N|Title:Sole Proprietor|Duties:I don't manage any projects with any clients at this time; nor do I intend to engage in any activity in this business. The exception would be|StrtDt:10-01-13|TotHrs/mon:0.01|TrdHrs/mon:0.01|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-16 |
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