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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Tiaa | Lewisville | TX | 10/2015 | 10/2016 |
| Self Employed Uber Driver | Dallas | TX | 10/2016 | 04/2017 |
| Td Ameritrade | For Worth | TX | 04/2017 | 09/2017 |
| Charles Schwab | Fort Worth | TX | 10/2017 | 10/2017 |
| Transamerica Retirement Solutions | Wichita | KS | 03/2018 | 01/2020 |
| Uber Driver | Fort Worth | TX | 11/2017 | 03/2018 |
| Transamerica Investors Securities Corporation | Wichita | KS | 03/2018 | 01/2020 |
| Gwfs Equities, Inc | Greenwood Village | CO | 03/2020 | 09/2021 |
| Fidelity Investments | Lenexa | KS | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-17 |
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