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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 10/2015 | 11/2016 |
| Fivepoint Fcu | Spring | TX | 10/2015 | 11/2016 |
| Fidelity Brokerage Services Llc | The Woodlands | TX | 11/2016 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127917|OrgNmn:Social media|Org Addr:Tomball,Texas,US|OBA Nature:Helping women heal from toxic |Invst Rel:N|Title:content creator|Duties:posting on social media|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-11 |
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