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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
The Colony, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Astoria Cafe And Wine Bar | Addison | TX | 11/2019 | 06/2020 |
| Communion Neighborhood Cooperative | Richardson | TX | 05/2019 | 11/2019 |
| Ruthie's Rolling Cafe | Addison | TX | 06/2015 | 05/2019 |
| University Of Texas At Dallas | Richardson | TX | 08/2016 | 05/2018 |
| Fidelity Investments | Westlake | TX | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-91003|OrgNmn:Dallas Trivia Guys|Org Addr:Dallas,Texas,US|OBA Nature:Trivia Hosts|Invst Rel:N|Title:Employee|Duties:Trivia Host|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
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