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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
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank N.A. | Columbus | OH | 09/2018 | 05/2022 |
| Strategic Advisors Llc | Dallas | TX | 08/2013 | 05/2018 |
| Fidelity Brokerage Services Llc | Westlake | TX | 09/2011 | 08/2018 |
| Jpmorgan Securities Llc | Columbus | OH | 09/2018 | 05/2022 |
| Fidelity Investments | Westlake | TX | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-108541|OrgNmn:Legacy Growth Partners LLC DBA Main & Main Advisors |Org Addr:MCKINNEY,Texas,US|OBA Nature:Franchising consulting & devel|Invst Rel:N|Title:I will be listed as a manager of |Duties:My role would be very limited. I am listed as a manager in the LLC, but would be acting passively. |StrtDt:08-01-24|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-06 |
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