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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
18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States
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 |
|---|---|---|---|---|
| Capital One Investing | Houston | TX | 11/2015 | 04/2018 |
| Lpl Financial Llc | Missouri City | TX | 05/2018 | 04/2019 |
| Charles Schwab & Co., Inc. | Houston | TX | 04/2019 | 04/2023 |
| Charles Schwab Bank | Houston | TX | 04/2019 | 04/2023 |
| Fidelity Investments | Katy | TX | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-26 |
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