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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 |
| Tangent Group Int. | Dallas | TX | 03/2019 | Present |
| Watson And Cochran | Dallas | TX | 01/2020 | 03/2020 |
| United States Navy | San Antonio | TX | 08/2019 | 12/2019 |
| Lucille Patio Lounge | Austin | TX | 10/2015 | 03/2019 |
| Austin Community College | Austin | TX | 08/2009 | 08/2017 |
| Texas State University | San Marcos | TX | 08/2017 | 08/2019 |
| Texas A&M University Commerce | Commerce | TX | 09/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-13 |
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