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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Shack | Chesterfield | MO | 09/2016 | 09/2017 |
| Enterprise | St. Louis | MO | 09/2017 | 12/2017 |
| Td Ameritrade | St. Louis | MO | 03/2018 | 01/2021 |
| Unemployed | Tampa | FL | 05/2016 | 09/2016 |
| Self Employed | St. Louis | MO | 01/2019 | 10/2019 |
| Citigroup | St. Louis | MO | 03/2021 | 09/2021 |
| Fidelity Investments | St. Louis | MO | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-19 |
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