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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
1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • United States
Yukon, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2016 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 06/2017 | 11/2021 |
| Bank Of America, N.A. | Oklahoma City | OK | 06/2017 | 11/2021 |
| Fidelity Investments | Oklahoma City | OK | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
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