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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-12 |
Branch Locations
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Bellevue | WA | 06/2022 | 02/2026 |
| Federal Deposit Insurance Corporation | Denver | CO | 06/2014 | 04/2017 |
| The Cliffs | Long Island City | NY | 10/2017 | 03/2018 |
| Outward Bound | Leadville | CO | 05/2017 | 05/2018 |
| Fidelity Investments | Bellevue | WA | 02/2026 | 08/2026 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 08/2026 | Present |
| Fidelity Investments | Bellevue | WA | 05/2021 | 06/2022 |
| Fidelity Investments | Bellevue | WA | 08/2020 | 05/2021 |
| Fidelity Investments | Bellevue | WA | 02/2020 | 08/2020 |
| Fidelity Investments | Durham | NC | 12/2019 | 01/2020 |
| Fidelity Investments | Jersey City | NJ | 03/2018 | 12/2019 |
OBA-17051|OrgNmn:King Line Properties LLC|Org Addr:Albany,New York,US|OBA Nature:To acquire, develop, rent, and|Invst Rel:Y|Title:Co-owner|Duties:Co-own and operate the business with my colleague in New York.|StrtDt:11-18-20|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-16 |
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