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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
One Destiny Way, Westlake, TX 76262-8103 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aos, Inc. (Dbatradersmart) | Monroe | LA | 07/2016 | 11/2016 |
| Hd Vest Investment Services | Irving | TX | 11/2016 | 01/2020 |
| Symmetry Financial Group | Swannanoa | NC | 09/2017 | 12/2017 |
| Fidelity Investments | Westlake | TX | 03/2020 | Present |
| Traders Mart | Monroe | LA | 05/2016 | 11/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-27 |
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