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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
18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pappas Restaurants | Webster | TX | 05/2015 | 05/2019 |
| Mattress Firm | Pasadena | TX | 05/2019 | 05/2020 |
| Student | Houston | TX | 01/2009 | 05/2020 |
| Fidelity Investments | Houston | TX | 05/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-01 |
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