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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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2020 | Present |
| Legend Bank | Fort Worth | TX | 11/2018 | 02/2020 |
| Texas A&M University At Corpus Christi | Corpus Christi | TX | 08/2015 | 12/2019 |
| Jimmy Johns | Corpus Christi | TX | 08/2017 | 06/2018 |
| Aflac | Lewisville | TX | 08/2018 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-29 |
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