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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 |
|---|---|---|---|---|
| Bbva Securities Inc. | Granbury | TX | 05/2016 | 01/2019 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 05/2016 | 01/2019 |
| Compass Bank | Birmingham | AL | 05/2016 | 01/2019 |
| Bbva Wealth Solutions Inc. | Granbury | TX | 06/2016 | 01/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2019 | 02/2020 |
| Fidelity Brokerage Services Llc | Westlake | TX | 05/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-11 |
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