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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
11200 Nall Avenue, Overland Park, KS 66211-1233 • United States
Kansas City, MO • 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 Investments | Westlake | TX | 01/2021 | 03/2022 |
| Progressive Insurance | Lewisville | TX | 12/2019 | 01/2021 |
| Wordplay | Hanoi | 09/2016 | 08/2019 | |
| Unemployed | N/A | TX | 09/2019 | 11/2019 |
| Fidelity Investments | Westlake | TX | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-14 |
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