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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
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 06/2020 | 12/2020 |
| Asset Living Campus | Denton | TX | 02/2017 | 06/2020 |
| Fuzzy's Restaurant | Denton | TX | 08/2016 | 03/2018 |
| University Of North Texas | Denton | TX | 08/2016 | 08/2020 |
| Asset Living | Denton | TX | 08/2016 | 12/2020 |
| Fidelity Investments | Grapevine | TX | 12/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-19 |
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