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9777 Ridge Drive, Suite 360, Lenexa, KS 66219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-29 |
| CA | RA | APPROVED | 2025-10-20 |
Branch Locations
9777 Ridge Drive, Lenexa, KS 66219 • United States
1 Shields Avenue, Memorial Union Suite 246, Davis, CA 95616 • United States
1500 S Sepulveda Blvd, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 07/2011 | 04/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Unemployed | Vacaville | CA | 04/2025 | 10/2025 |
| Copper Financial Network, Llc | Lenexa | KS | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-13 |
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