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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2021 | 11/2021 |
| Dls Events, Llc | Los Angeles | CA | 03/2016 | 03/2020 |
| Western Governors University | Salt Lake City | UT | 09/2020 | 05/2021 |
| Unemployed | Edmnd | OK | 03/2020 | 09/2020 |
| Fidelity Investments | Plano | TX | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-17 |
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