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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Irving | TX | 06/2017 | 01/2018 |
| Dallas Baptist Univeristy | Dallas | TX | 08/2013 | 05/2017 |
| The Prudential Insurance Company Of America | Irving | TX | 10/2017 | 01/2018 |
| Fisher Investments | Plano | TX | 02/2018 | 09/2018 |
| Usaa Financial Advisors Inc | Addison | TX | 01/2019 | 11/2019 |
| Usaa Investment Management Company | Addison | TX | 01/2019 | 11/2019 |
| K-Force | Addison | TX | 01/2019 | 11/2019 |
| Signature Consultants | Richardson | TX | 10/2018 | 01/2019 |
| Axa | Dallas | TX | 05/2016 | 03/2017 |
| The Ayco Company, L.P./Mercer Allied | Dallas | TX | 11/2019 | 01/2021 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | 07/2021 |
| Fidelity Investments | Westlake | TX | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-21 |
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