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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-31 |
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11200 Nall Avenue, Overland Park, KS 66211-1233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Overland Park | KS | 09/2019 | 01/2022 |
| Bmg Advisors | Kansas City | MO | 09/2019 | 09/2020 |
| University Of Missouri-Kansas City | Kansas City | MO | 08/2015 | 12/2019 |
| Td Ameritrade | Lees Summit | MO | 03/2017 | 08/2019 |
| Academy Sports And Outdoors | Belton | MO | 11/2014 | 05/2018 |
| Lowes Home Improvement | Raymore | MO | 03/2018 | 04/2018 |
| Tall Oaks Advisors | Overland Park | KS | 12/2020 | 12/2020 |
| Fidelity Investments | Overland Park | KS | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
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