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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_RES | 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 |
|---|---|---|---|---|
| Client One Securities, Llc | Leawood | KS | 10/2014 | 08/2018 |
| Creativeone | Leawood | KS | 07/2014 | 08/2018 |
| Fidelity Brokerage Services Llc | Overland Park | MO | 11/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-02-16 |
| S66 | Uniform Combined State Law Examination | 2003-12-03 |
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