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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1057 Lake Sumter Landing, The Villages, FL 32162-2698 • United States
Beverly Hills, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | St. Petersburg | FL | 02/2015 | 10/2016 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 02/2015 | 10/2016 |
| Unemployed | Shallowater | TX | 10/2016 | 02/2017 |
| Scottrade, Inc. | Lubbock | TX | 02/2017 | 02/2018 |
| Td Ameritrade, Inc. | Lubbock | TX | 02/2018 | 10/2018 |
| Td Ameritrade Investment Management, Llc | Lubbock | TX | 02/2018 | 10/2018 |
| J. P. Morgan Securities, Llc | Lubbock | TX | 12/2018 | 06/2020 |
| Unemployed | Shallowater | TX | 11/2018 | 11/2018 |
| Jpmorgan Chase Bank, N.A. | Lubbock | TX | 12/2018 | 06/2020 |
| Scottrade Investment Management | Lubbock | TX | 02/2017 | 02/2018 |
| Unemployed | Shallowater | TX | 06/2020 | 09/2020 |
| Valic Financial Advisors, Inc. | Plano | TX | 09/2020 | 09/2021 |
| Fidelity Investments | The Villages | FL | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-16 |
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