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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-07 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Denton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 06/2020 | Present |
| Maskcara Beauty | St. George | UT | 04/2020 | 06/2020 |
| Bj's Restaurant & Brewwery | Chandler | AZ | 03/2014 | 03/2020 |
| Strive Physical Therapy | Chandler | AZ | 10/2018 | 02/2020 |
| Select Physical Therapy | Gilbert | AZ | 06/2016 | 07/2017 |
| Arizona State University | Phoenix | AZ | 01/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
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