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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
Two Destiny Way, Westlake, TX 76262-8100 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Shack Burger Resort | Cypress | TX | 05/2010 | 11/2016 |
| Torchys Tacos | Houston | TX | 11/2016 | 01/2019 |
| Unemployed | Na | TX | 01/2019 | 03/2019 |
| Veritude | Westlake | TX | 03/2019 | 09/2019 |
| Fidelity Investments | Westlake | TX | 09/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-13684|OrgNmn:Pets by Hanna|Org Addr:paradise,Texas,US|OBA Nature:Paintings periodically sell|Invst Rel:N|Title:no exact title|Duties:Pet portraits|StrtDt:09-30-19|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-25 |
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