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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 |
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Lees Summit, MO • United States
11200 Nall Avenue, Overland Park, KS 66211-1233 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2013 | 03/2018 |
| Td Ameritrade | Overland Park | KS | 04/2018 | 05/2020 |
| Fidelity Brokerage Services Llc | Overland Park | KS | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-98850|OrgNmn:Self Publishing Author|Org Addr:Lees Summi,Missouri,US|OBA Nature:I will self-publish my writing|Invst Rel:N|Title:Author|Duties:Writing on my own time and liesure.|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-01 |
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