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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States
Houston, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerisource Bergen | Kansas City | MO | 06/2017 | 08/2018 |
| Staples Distribution Center | Kansas City | MO | 10/2017 | 08/2018 |
| Bushnell Outdoor Products | Olathe | KS | 09/2018 | 12/2018 |
| Gwfs Equities | Overland Park | KS | 02/2019 | 09/2022 |
| Unemployed | Kansas City | MO | 08/2016 | 06/2017 |
| Fidelity Investments | Houston | TX | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-27 |
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