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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-18 |
| MO | RA | APPROVED | 2025-03-31 |
Branch Locations
16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • United States
O'FAllon, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Chesterfield | MO | 04/2024 | Present |
| Allsup Employment Services | Belleville | IL | 07/2023 | 02/2024 |
| Emc Financial | Dardenne Prairie | MO | 03/2003 | 05/2023 |
| Midwest Equity Mortgage, Llc | Chesterfield | MO | 12/2014 | 02/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-08 |
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