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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 | 2025-03-31 |
Branch Locations
Kansas City, MO • 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 |
|---|---|---|---|---|
| Life Goals Strategies Group | Kansas City | MO | 02/2022 | 06/2022 |
| Ignite Medical Resorts | Kansas City | MO | 11/2018 | 11/2021 |
| Select Rehabilitation | Pleasant Valley | MO | 03/2018 | 11/2018 |
| Kindred Home Health Rehabilitation | Osage Beach | MO | 08/2017 | 03/2018 |
| Rehabcare | Excelsior Springs | MO | 04/2013 | 08/2017 |
| Unemployed | Kansas City | MO | 12/2021 | 01/2022 |
| Lpl Financial | Lees Summit | MO | 02/2022 | 09/2022 |
| Fidelity Investments | Overland Park | KS | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-20 |
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