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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-31 |
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11200 Nall Avenue, Overland Park, KS 66211-1233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 01/2020 | 04/2022 |
| First Watch | Blue Springs | MO | 08/2019 | 12/2019 |
| Bank Midwest | Blue Springs | MO | 11/2018 | 05/2019 |
| Olive Garden | Blue Springs | MO | 05/2018 | 08/2018 |
| Campus Life & Leadership - Blue River | Independence | MO | 09/2017 | 12/2017 |
| James Lewis Elementary | Blue Springs | MO | 09/2017 | 12/2017 |
| Hy-Vee | Blue Springs | MO | 07/2011 | 12/2016 |
| Doordash, Inc. | Blue Springs | MO | 05/2019 | 01/2023 |
| Student | Blue Springs | MO | 01/2010 | 12/2019 |
| Fidelity Investments | Overland Park | KS | 02/2023 | Present |
| New York Life Insurance Company | New York | NY | 07/2022 | 01/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-27 |
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