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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Overland Park, KS • United States
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 |
|---|---|---|---|---|
| Athleta | Overland Park | KS | 10/2017 | 10/2019 |
| Title Boxing Club | Overland Park | KS | 08/2019 | 10/2019 |
| Fidelity Brokerage Services Llc | Overland Park | KS | 03/2020 | Present |
| Unemployed | Olathe | KS | 10/2019 | 03/2020 |
| Unemployed | Olathe | KS | 08/2005 | 10/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-02 |
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