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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
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 03/2021 | Present |
| Unemployed | Frisco | TX | 01/2021 | 03/2021 |
| Northwestern Mutual | Addison | TX | 06/2020 | 01/2021 |
| University Of Texas At Dallas | Richardson | TX | 08/2017 | 12/2020 |
| Korea University Business School | Seoul | 09/2019 | 12/2019 | |
| Korea University | Seoul | 09/2019 | 12/2019 | |
| Renewal By Andersen | Carrollton | TX | 06/2015 | 08/2017 |
| Coppell High School | Coppell | TX | 06/2017 | 07/2018 |
| Coppell High School | Coppell | TX | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-30 |
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