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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Saint Louis | MO | 07/2015 | 03/2018 |
| Unemployed | Mt. Vernon | IL | 03/2018 | 05/2018 |
| Fifth Third Bank | Evansville | IN | 05/2018 | 03/2019 |
| Fifth Third Securities | Evansville | IN | 05/2018 | 03/2019 |
| Fidelity Brokerage Services Llc | St. Louis | MO | 03/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-59923|OrgNmn:J&M Displays|Org Addr:Yarmouth,Iowa,US|OBA Nature:Fireworks Display Company |Invst Rel:N|Title:Employee|Duties:Pyrotechnician - set up, shoot and clean up Firework shows|StrtDt:07-02-21|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-05 |
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