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245 Summer Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-10 |
Branch Locations
Two Destiny Way, Westlake, TX 76262-8100 • United States
Flower Mound, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 04/2021 | Present |
| Unemployed | Keller | TX | 11/2020 | 03/2021 |
| Northwestern Mutual | Las Colinas | TX | 08/2020 | 10/2020 |
| Oklahoma State University | Stillwater | OK | 07/2017 | 06/2020 |
| Weatherford College | Weatherford | TX | 08/2016 | 06/2017 |
| Doordash | San Francisco | CA | 05/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-13 |
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