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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisor Inc | Phoenix | AZ | 01/2020 | 06/2020 |
| Apex Systems | Scottsdale | AZ | 01/2020 | 08/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 06/2020 | 04/2021 |
| Fidelity Investments | Salt Lake City | UT | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| The Vanguard Group, Inc. | Scottsdale | AZ | 04/1997 | 01/2020 |
OBA-67213|OrgNmn:The Marriage Strategist for Women|Org Addr:Roanoke,Texas,US|OBA Nature:I been married 31 years and I |Invst Rel:N|Title:Create Masterclasses for myself t|Duties:Create the class and present to a group of women on Zoom|StrtDt:03-28-22|TotHrs/mon:6|TrdHrs/mon:0|OBA-110780|OrgNmn:Cornerstone Realty Solutions Group, LLC|Org Addr:AUSTIN,Texas,US|OBA Nature:Buying Distressed Land, Wholes|Invst Rel:Y|Title:Real Estate Investor|Duties:Build my real estate portfolio with finding land, houses, rental proprities that makes sense for increased cashflow.|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|OBA-60824|OrgNmn:The Bling Store|Org Addr:Avondale,Arizona,US|OBA Nature:A digital store to sell shoes|Invst Rel:N|Title:Business Owner|Duties:Work on the weekend, about 4 to 6 hours. I plan to open by the end of the year|StrtDt:07-13-21|TotHrs/mon:25|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-22 |
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