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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-02 |
Branch Locations
1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santa Fe High School / Epic Charter Schools | Edmond | OK | 01/2016 | 06/2019 |
| Masters Car Wash | Edmond | OK | 01/2020 | 05/2022 |
| David Freeman Construction Llc | Edmond | OK | 06/2019 | 07/2019 |
| Club Car Wash | Edmond | OK | 09/2024 | 02/2026 |
| Fidelity Investments | Nichols Hills | OK | 03/2026 | Present |
| Santa Fe High School / Epic Charter Schools | Edmond | OK | 07/2019 | 01/2020 |
| Club Car Wash | Stillwater | OK | 10/2022 | 06/2024 |
| Unemployed | Stillwater | OK | 05/2022 | 08/2022 |
| Unemployed | Edmond | OK | 02/2026 | 03/2026 |
| Unemployed | Edmond | OK | 08/2024 | 09/2024 |
| Oklahoma State University | Stillwater | OK | 08/2022 | 10/2022 |
| Fidelity Investments | Nichols Hills | OK | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-29 |
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