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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
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
Sanger, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2012 | 07/2017 |
| Northwestern Mutual Investment Services, Llc | Frisco | TX | 03/2013 | 07/2017 |
| Fidelity Brokerage Services Llc | Westlake | TX | 12/2017 | Present |
| Insurance Connection Usa | Corinth | TX | 07/2017 | 09/2017 |
| Mass Mutual Life | Addison | TX | 07/2017 | 09/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-29 |
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