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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Nichols Hills | OK | 06/2023 | Present |
| Oklahoma State University | Stillwater | OK | 08/2022 | 05/2023 |
| Sand Cherry Associates | Stillwater | OK | 04/2022 | 07/2022 |
| Verizon | Stillwater | OK | 08/2021 | 09/2021 |
| Saf-T Solutions | Dallas | TX | 05/2020 | 07/2021 |
| Upper Crust Food Service | Stillwater | OK | 10/2021 | 02/2022 |
| Oklahoma State University | Stillwater | OK | 07/2019 | 09/2021 |
| Rider High School | Wichita Falls | TX | 08/2015 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-18 |
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