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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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Houston | TX | 12/2015 | 02/2019 |
| Jpmorgan Chase Bank | Houston | TX | 12/2015 | 02/2019 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 01/2022 | 01/2023 |
| Wells Fargo Bank, Na | Houston | TX | 12/2021 | 01/2023 |
| Regions Bank | Tomball | TX | 02/2019 | 01/2021 |
| Unemployed | The Woodlands | TX | 01/2021 | 12/2021 |
| Fidelity Investments | The Woodlands | TX | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-26 |
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