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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Christian University | Fort Worth | TX | 08/2016 | 12/2016 |
| Bahama Bucks | Colleyville | TX | 02/2017 | 07/2017 |
| Starbucks Coffee Company | Lake Worth | TX | 07/2017 | 01/2019 |
| Bahama Bucks | Mansfield | TX | 04/2018 | 09/2018 |
| Unemployed | Fort Worth | TX | 01/2017 | 02/2017 |
| Quiktrip | Fort Worth | TX | 12/2018 | 03/2019 |
| Wells Fargo Bank Na | Westlake | TX | 01/2019 | 06/2020 |
| Fidelity Investments | Westlake | TX | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-16 |
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