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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
Aledo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Hurst | TX | 05/2016 | 04/2021 |
| Fidelity Investments | Westlake | TX | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127636|OrgNmn:North Texas Waterproofing|Org Addr:ALEDO,Texas,US|OBA Nature:Construction sealants|Invst Rel:N|Title:managing owner|Duties:providing estimates, scheduling jobs, and basic business administration. activity is unrelated to securities or financial services, involves n|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-23 |
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