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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Saint Louis | MO | 06/2021 | 03/2023 |
| Regions Bank | Saint Louis | MO | 03/2018 | 06/2021 |
| Pnc Bank | Saint Louis | MO | 11/2016 | 03/2018 |
| Walgreens | Saint Louis | MO | 06/2011 | 11/2016 |
| Nylife Securities Llc | Saint Louis | MO | 09/2021 | 03/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 04/2023 | 04/2024 |
| Cetera Investment Advisers Llc | St Charles | MO | 09/2023 | 04/2024 |
| Regions Bank | St Charles | MO | 05/2023 | 04/2024 |
| Fidelity Investments | Saint Louis | MO | 06/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-21 |
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