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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
One Destiny Way, Westlake, TX 76262-8103 • United States
Houston, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephen F Austin State University | Nacogdoches | TX | 08/2012 | 12/2016 |
| Olive Garden | Lufkin | TX | 11/2015 | 11/2016 |
| The Liberty Bell | Nacogdoches | TX | 08/2016 | 12/2016 |
| Boot Barn | Houston | TX | 02/2017 | 05/2017 |
| Northgate Country Club | Houston | TX | 04/2017 | 08/2017 |
| Baylor University | Waco | TX | 08/2017 | 05/2019 |
| Baylor University- Sodexo | Waco | TX | 08/2017 | 05/2019 |
| Pizza Hut | Waco | TX | 04/2019 | 06/2019 |
| Fc Dallas | Frisco | TX | 07/2019 | 11/2019 |
| Marco's Pizza | Coppell | TX | 01/2020 | 07/2020 |
| Fidelity Investments | Westlake | TX | 07/2020 | Present |
| Baylor University | Waco | TX | 08/2017 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-15765|OrgNmn:Uber|Org Addr:irving,Texas,US|OBA Nature:ride share|Invst Rel:N|Title:uber driver|Duties:pick and drop people off, could be items too|StrtDt:07-16-20|TotHrs/mon:20|TrdHrs/mon:0|OBA-105065|OrgNmn:US Soccer|Org Addr:Dallas,Texas,US|OBA Nature:Soccer organization for the US|Invst Rel:N|Title:Independent Contractor|Duties:officating soccer games, send in after game reports|StrtDt:|TotHrs/mon:60|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-05 |
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