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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-13 |
| KS | RA | APPROVED | 2025-10-09 |
Branch Locations
11200 Nall Avenue, Overland Park, KS 66211-1233 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peninsula Golf And Country Club | Foster City | CA | 07/2019 | 08/2019 |
| Peninsula Jewish Community Center | Foster City | CA | 06/2018 | 08/2018 |
| Hy-Vee | Overland Park | KS | 07/2020 | 09/2020 |
| University Of California | Davis | CA | 09/2020 | 12/2023 |
| Petsmart | Overland Park | KS | 07/2022 | 09/2022 |
| Half Moon Bay High School | Half Moon Bay | CA | 09/2016 | 07/2020 |
| Strang Hall | Overland Park | KS | 07/2021 | 08/2021 |
| Community America Credit Union | Lenexa | KS | 04/2024 | 06/2025 |
| Chili'S Restaurant | Overland Park | KS | 06/2021 | 07/2021 |
| Mavericks Swimming Association | Half Moon Bay | CA | 08/2018 | 03/2020 |
| Brkthrough | Overland Park | KS | 06/2023 | 09/2023 |
| Unemployed | Overland Park | KS | 12/2023 | 03/2024 |
| Kansas City Foot And Ankle | Kansas City | MO | 06/2023 | 09/2023 |
| Morgan Hunter | Overland Park | KS | 03/2024 | 04/2024 |
| Fidelity Investments | Overland Park | KS | 07/2025 | Present |
| Doordash | Half Moon Bay | CA | 03/2021 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-07 |
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