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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED_RES | 2026-03-30 |
Branch Locations
7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Overland Park | KS | 01/2019 | 09/2019 |
| Bank Of America, N.A. | Overland Park | KS | 01/2019 | 09/2019 |
| Coley's American Bistro | Columbia | MO | 08/2018 | 11/2018 |
| On The Rocks | Columbia | MO | 01/2018 | 04/2018 |
| Broadway Hilton Hotel | Columbia | MO | 08/2016 | 04/2018 |
| Unemployed | Columbia | MO | 11/2018 | 01/2019 |
| Unemployed | Columbia | MO | 04/2018 | 06/2018 |
| Unemployed | Columbia | MO | 01/2016 | 09/2016 |
| Bank Of America | Kansas City | MO | 06/2018 | 08/2018 |
| Wells Fargo Clearing Services | St Louis | MO | 04/2021 | 02/2022 |
| Disys | St Louis | MO | 04/2021 | 02/2022 |
| Supplement Superstores | Manchester | MO | 02/2020 | 02/2021 |
| The Local House | Arnold | MO | 10/2019 | 12/2019 |
| Robinhood Financial, Llc | Tempe | AZ | 02/2022 | 08/2022 |
| Robinhood Markets, Inc | Tempe | AZ | 06/2022 | 08/2022 |
| Unemployed | St Louis | MO | 08/2022 | 02/2023 |
| Supplement Superstores | Manchester | MO | 02/2020 | 04/2021 |
| Imo'S Pizza | Oakville | MO | 08/2021 | 09/2021 |
| Charles Schwab & Co, Inc | St Louis | MO | 02/2023 | 06/2024 |
| The Local House | Arnold | MO | 09/2019 | 12/2019 |
| Fidelity Investments | St. Louis | MO | 06/2024 | 03/2025 |
| Unemployed | St. Louis | MO | 12/2019 | 02/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Brokerage Services Llc | Chandler | AZ | 03/2026 | Present |
| Strategic Advisers Llc | Chandler | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-12 |
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