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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-15 |
Branch Locations
7565 West Bell Road, Peoria, AZ 85382-3829 • United States
Peoria, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Arizona | Tucson | AZ | 02/2022 | 05/2024 |
| Morgan Stanley | Gilbert | AZ | 07/2024 | 03/2026 |
| University Of Arizona | Tucson | AZ | 08/2020 | 05/2024 |
| Morgan Stanley | Gilbert | AZ | 05/2023 | 08/2023 |
| St Albans Cc | St Louis | MO | 05/2017 | 08/2020 |
| Unemployed | Gilbert | AZ | 05/2024 | 07/2024 |
| Fidelity Investments | Peoria | AZ | 04/2026 | Present |
| Bridgefield Asphalt | St Louis | MO | 05/2021 | 08/2021 |
| Middle/High School | Ballwin | MO | 01/2014 | 05/2020 |
| Byrne And Jones | St Louis | MO | 05/2022 | 08/2022 |
| Fidelity Brokerage Services Llc | Peoria | AZ | 04/2026 | Present |
| Strategic Advisers Llc | Peoria | AZ | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-02 |
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