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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| MO | RA | APPROVED | 2025-03-31 |
Branch Locations
1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | St. Louis | MO | 06/2023 | 05/2024 |
| United States Air Force | Springfield | IL | 12/2017 | 12/2023 |
| Chipotle Mexican Grill | Springfield | IL | 08/2015 | 09/2017 |
| Fidelity Investments | St. Louis | MO | 05/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-25 |
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