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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
1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Houston | TX | 01/2020 | 06/2024 |
| 24 Hour Fitness | Houston | TX | 07/2013 | 04/2017 |
| Life Time Fitness | Houston | TX | 03/2017 | 01/2020 |
| Fidelity Investments | The Woodlands | TX | 06/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 01/2020 | 06/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-21 |
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