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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
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 |
|---|---|---|---|---|
| Ange Bi Youan | Missouri City | TX | 11/2014 | 09/2017 |
| Hd Vest Investment Services | Missouri City | TX | 05/2017 | 11/2017 |
| Next Financial Group, Inc. | Houston | TX | 11/2017 | 02/2020 |
| Unemployed | Missouri City | TX | 02/2020 | 07/2021 |
| Ttec | Houston | TX | 07/2021 | 10/2021 |
| Fidelity Investment | Salt Lake City | UT | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-11 |
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