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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Palm Coast, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Of Kansas Legislator | Topeka | KS | 01/2007 | 01/2017 |
| Waddell & Reed, Inc | Newton | KS | 06/2015 | 12/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | Newton | KS | 12/2015 | 12/2016 |
| Edward Jones | St.LOuis | MO | 04/2018 | 04/2020 |
| Suntrust Bank | Palm Coast | FL | 08/2017 | 04/2018 |
| Unemployed | N/A | FL | 02/2017 | 07/2017 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 04/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-02 |
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