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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Omaha | NE | 11/2014 | 10/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 04/2025 | Present |
| Commerce Trust Company | Kansas City | MO | 10/2019 | 04/2025 |
| Mass Mutual Life Insurance | Omaha | NE | 11/2014 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
| S65 | Uniform Investment Adviser Law Examination | 2005-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-07 |
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