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245 Summer Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-19 |
Branch Locations
Two Destiny Way, Westlake, TX 76262-8100 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Globe Life | Mckinney | TX | 11/2015 | 09/2021 |
| Fidelity Investments | Westlake | TX | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-12 |
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