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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 08/2023 | Present |
| Dhi Mortgage | Nashville | TN | 06/2022 | 08/2023 |
| Center For Mission Mobilization | Fayetteville | AR | 08/2021 | 05/2022 |
| Cru/Bridges International | Fayetteville | AR | 08/2021 | 05/2022 |
| Myphones Unlimited | Fayetteville | AR | 08/2019 | 08/2021 |
| Camp Barnabas | Purdy | MO | 05/2019 | 08/2019 |
| University Of Arkansas | Fayetteville | AR | 08/2017 | 05/2021 |
| Kansas City Royals | Kansas City | MO | 01/2018 | 08/2018 |
| Valorem Reply | Kansas City | MO | 01/2017 | 12/2019 |
| Kansas City Royals | Kansas City | MO | 04/2016 | 09/2017 |
| Liberty High School | Liberty | MO | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-06 |
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