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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| KS | RA | APPROVED | 2025-03-31 |
Branch Locations
Overland Park, KS • United States
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 |
|---|---|---|---|---|
| Fry-Wagner | Olathe | KS | 05/2021 | 07/2021 |
| Goodwin Pro Turf | Overland Park | KS | 12/2019 | 03/2021 |
| United Heating & Cooling | Missouri | MO | 05/2022 | 08/2022 |
| Loch Lloyd Country Club | Loch Lloyd | MO | 08/2017 | 07/2020 |
| Blue Valley High Sc | Overland Park | KS | 08/2016 | 05/2020 |
| N/A | N/A | KS | 05/2024 | 06/2024 |
| Kansas State Univer | Manhattan | KS | 08/2021 | 05/2022 |
| N/A | N/A | KS | 05/2023 | 06/2023 |
| Fidelity Investments | Overland Park | KS | 06/2024 | Present |
| Fidelity Investments | Overland Park | KS | 06/2023 | 08/2023 |
| N/A | N/A | KS | 07/2021 | 08/2021 |
| Kansas State University | Manhattan | KS | 08/2022 | 05/2023 |
| N/A | N/A | KS | 03/2021 | 05/2021 |
| Kansas State University | Manhattan | KS | 08/2023 | 05/2024 |
| Waterway Carwash | Leawood | KS | 11/2018 | 04/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
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