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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Overland Park, KS • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incoporated | Overland Park | KS | 01/2010 | 12/2021 |
| Bank Of America, N.A. | Overland Park | KS | 12/2014 | 12/2021 |
| Fidelity Investments | Overland Park | KS | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-16 |
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