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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hyvee | Olathe | KS | 10/2016 | 10/2018 |
| Panera Bread | Olathe | KS | 11/2018 | 07/2019 |
| Christian Youth Theater | Overland Park | KS | 06/2018 | 07/2019 |
| United Parcel Service | Bixby | OK | 12/2019 | 01/2020 |
| Camp Ozark | Mount Ida | AR | 06/2020 | 08/2020 |
| Waterfront Grill | Jenks | OK | 06/2021 | 08/2021 |
| Texas Roadhouse | Bixby | OK | 06/2022 | 08/2022 |
| Grand Canyon University | Phoenix | AZ | 08/2020 | 05/2023 |
| Women Construction Owners And Executives | Kansas City | MO | 03/2020 | 12/2020 |
| Colangelo College Of Business | Phoenix | AZ | 03/2021 | 04/2023 |
| Missouri State University | Springfield | MO | 08/2019 | 12/2019 |
| Grand Canyon University | Phoenix | AZ | 01/2020 | 05/2023 |
| Tulsa Community College | Tulsa | OK | 06/2022 | 07/2022 |
| Heritage Christian Academy | Olathe | KS | 08/2005 | 05/2019 |
| Fidelity Investments | Scottsdale | AZ | 05/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-11 |
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