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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 06/2020 | Present |
| Bethel School Of Supernatural Ministry | Redding | CA | 08/2019 | 05/2020 |
| Timarron Country Club | Southlake | TX | 06/2017 | 01/2018 |
| Timarron Country Club | Southlake | TX | 06/2018 | 07/2019 |
| Sky Creek Golf Club | Keller | TX | 05/2016 | 01/2017 |
| Arlington Baptist University | Arlington | TX | 08/2015 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-08 |
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