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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-31 |
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11200 Nall Avenue, Overland Park, KS 66211-1233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | Mission | MO | 04/2016 | 08/2018 |
| Bancwest Investment Services, Inc. | Mission | MO | 04/2016 | 08/2018 |
| Lincoln Financial Advisors | Liberty | MO | 08/2018 | 04/2019 |
| Kansas Works | Leavenworth | KS | 02/2019 | 02/2019 |
| First Command | Fort Worth | TX | 07/2019 | 07/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2019 | 08/2021 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 07/2019 | 08/2021 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 07/2019 | 08/2021 |
| Fidelity Brokerage Services | Kearney | MO | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-62822|OrgNmn:Hobby Farm|Org Addr:Pattonsbur,Missouri,US|OBA Nature:FARM|Invst Rel:Y|Title:FARMER|Duties:FARM|StrtDt:09-13-21|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 2004-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-17 |
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