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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
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Dallas | TX | 07/2019 | 08/2020 |
| Unemployed | Prosper | TX | 02/2019 | 06/2019 |
| Dna Consulting | Orlando | FL | 05/2018 | 01/2019 |
| Unemployed | Winter Garden | FL | 04/2011 | 04/2018 |
| First Command | Fort Worth | TX | 08/2020 | 09/2020 |
| First Command Brokerage Services | Fort Worth | TX | 09/2020 | 09/2022 |
| First Command Advisory Services | Fort Worth | TX | 09/2020 | 09/2022 |
| First Command Insurance Services | Fort Worth | TX | 09/2020 | 09/2022 |
| Fidelity Investments | Plano | TX | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-01 |
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