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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • 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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | St. Louis | MO | 09/2013 | 10/2016 |
| Arvest Wealth Management | Bentonville | AR | 11/2016 | 07/2017 |
| Regions Bank | Clayton | MO | 07/2017 | 05/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2017 | 01/2020 |
| Cetera Investment Advisers Llc | Clayton | MO | 08/2017 | 01/2020 |
| Edward Jones | Saint Louis | MO | 05/2020 | 06/2020 |
| Pnc Investments | Merrillville | IN | 08/2021 | 10/2021 |
| Fidelity Investments | South Bend | IN | 10/2021 | Present |
| Unemployed | Bloomington | IN | 07/2020 | 08/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-29 |
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