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4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-08 |
Branch Locations
4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | The Woodlands | TX | 03/2012 | 07/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2024 |
| The Sum | The Woodlands | TX | 07/2024 | Present |
| Montgomery County Mud 159 | Houston | TX | 04/2026 | Present |
Montgomery County MUD 159; not investment-related, 3600 W. Sam Houston, Pkwy. S., Suite 600, Houston, TX 77042; Municipal utility board; Board Member; 04/2026 until Present; 1-1.5 hours per month and all are usually during securities trading hours; attending public meetings to discuss matters related to public utilities in the district.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-07 |
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