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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | 06/2024 | Present |
| Morehead Parks And Recreation | Morehead | KY | 05/2024 | 06/2024 |
| Unemployed | Morehead | KY | 01/2014 | 08/2020 |
| Kroger | Morehead | KY | 06/2023 | 08/2023 |
| Midway University | Midway | KY | 08/2023 | 05/2024 |
| Midway University | Midway | KY | 08/2020 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-29 |
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