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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
Aubrey, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Univerity Of Arizona | Tucson | AZ | 08/2011 | Present |
| Axa-Advisors, Llc | New York | NY | 02/2016 | 09/2018 |
| Guns, Fishing & Other Stuff | Dublin | CA | 09/2018 | 02/2022 |
| Fidelity Investments | Westlake | TX | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-02 |
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