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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ou Tulsa College Of Arts And Sciences | Tulsa | OK | 10/2017 | 05/2018 |
| At Home | Tulsa | OK | 03/2012 | 10/2017 |
| Unemployed | Tulsa | OK | 05/2018 | 01/2019 |
| Northwestern Mutual Investment Services Llc | Tulsa | OK | 09/2019 | 10/2021 |
| Justin Nelson | Tulsa | OK | 01/2019 | 09/2019 |
| Noah Parris | Tulsa | OK | 01/2019 | 10/2021 |
| Matt Longan | Tulsa | OK | 01/2019 | 09/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2020 | 10/2021 |
| Fidelity Brokerage Services Llc | Tulsa | OK | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-107420|OrgNmn:FS Rentals|Org Addr:Muenster,Texas,US|OBA Nature:owns a single family home that|Invst Rel:Y|Title:Partner|Duties:minimal as we will hire local service workers to maintain the property|StrtDt:04-01-24|TotHrs/mon:2|TrdHrs/mon:0|OBA-96370|OrgNmn:Fetsch Sisters LLC|Org Addr:Muenster,Texas,US|OBA Nature:LLC |Invst Rel:Y|Title:Partner|Duties:As a partner my duty is to review the use of the land and make plans to best manage the ag production.|StrtDt:03-01-23|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-09 |
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