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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-03-24 |
| MO | RA | APPROVED | 2026-03-24 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Leawood | KS | 11/2023 | 02/2026 |
| Rye Plaza | Kansas City | MO | 05/2022 | 02/2024 |
| Unemployed | Kansas City | MO | 01/2022 | 04/2022 |
| Blue River Forest Nature Sanctuary | Stilwell | KS | 03/2021 | 12/2021 |
| Ceneu, Inc | Stilwell | KS | 09/2020 | 03/2021 |
| Unemployed | Emporia | KS | 03/2020 | 09/2020 |
| Radius Brewing Company | Emporia | KS | 08/2018 | 02/2020 |
| Emporia State University | Emporia | KS | 09/2017 | 05/2019 |
| Salty Iguana Mexican Restaurant | Prairie Village | KS | 05/2017 | 08/2017 |
| Johnson County Community College | Overland Park | KS | 08/2016 | 05/2017 |
| Fidelity Investments | Overland Park | KS | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-23 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-25 |
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