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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 | 2025-03-31 |
Branch Locations
1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • United States
St Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seal Smart | Springfield | MO | 09/2015 | 05/2017 |
| Wyndham | Ozarks | MO | 05/2017 | 07/2017 |
| Td Ameritrade | St. Louis | MO | 01/2018 | 10/2022 |
| Missouri State University | Springfield | MO | 08/2013 | 12/2017 |
| Roco's Pizza | Springfield | MO | 07/2017 | 12/2017 |
| Holy Spirit Parish | Maryland Heights | MO | 12/2008 | 01/2018 |
| Fidelity Investments | St. Louis | MO | 11/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-10 |
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