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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2020 | 03/2021 |
| Meal Prep Reno | Reno | NV | 06/2016 | 03/2020 |
| Wells Fargo Clearing Services, Llc | Truckee | CA | 03/2023 | 06/2024 |
| Wells Fargo Bank, Na | Truckee | CA | 03/2023 | 06/2024 |
| Tile Liquidators | Reno | NV | 03/2021 | 03/2023 |
| Fidelity Investments | Westlake | TX | 09/2025 | Present |
| Unemployed | Ottawa | KS | 06/2024 | 11/2024 |
| Wal-Mart | Ottawa | KS | 11/2024 | 05/2025 |
| Unemployed | Arlington | TX | 05/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-17 |
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