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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-11-12 |
| MO | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11200 Nall Avenue, Overland Park, KS 66211-1233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 08/2023 | Present |
| Lineage Woodworking | Springfield | MO | 05/2023 | 08/2023 |
| Mutual Of Omaha | Springfield | MO | 05/2022 | 05/2023 |
| Alliance Maintenance | Springfield | MO | 06/2022 | 03/2023 |
| The Home Depot | Owasso | OK | 04/2020 | 01/2022 |
| The Avant Garden | Springfield | MO | 03/2021 | 09/2021 |
| Royal Valet | Tulsa | OK | 04/2019 | 07/2019 |
| Assemblers Incorporated | Tulsa | OK | 10/2018 | 03/2019 |
| Group 1 Automotive Incorporated | Tulsa | OK | 09/2018 | 11/2018 |
| Owasso Fence | Owasso | OK | 03/2018 | 10/2018 |
| Evangel University | Springfield | MO | 08/2017 | 12/2017 |
| Evangel University | Springfield | FL | 01/2019 | 05/2023 |
| Charlie'S Chicken | Owasso | OK | 08/2015 | 06/2017 |
| Owasso High School | Owasso | OK | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-17 |
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