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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
16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Chesterfield | MO | 02/2021 | 02/2022 |
| Mml Investors Services, Llc | Chesterfield | MO | 09/2021 | 02/2022 |
| Missouri State University | Springfield | MO | 08/2016 | 12/2020 |
| Touch Oyster House | Springfield | MO | 01/2017 | 12/2018 |
| Zan Boogie Bubbles | Springfield | MO | 10/2017 | 02/2021 |
| The Roost Bar And Grill | Springfield | MO | 04/2019 | 08/2019 |
| Huntleigh Securities Corporation | St. Louis | MO | 03/2022 | 12/2022 |
| Huntleigh Advisors, Inc. | St. Louis | MO | 03/2022 | 12/2022 |
| Fidelity Investments Llc | Chesterfield | MO | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-23 |
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