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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
Krum, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 10/2020 | 04/2021 |
| Aim Solutions Inc | Dallas | TX | 07/2020 | 08/2020 |
| Home Maker | Little Elm | TX | 12/2017 | 07/2020 |
| Astrazeneca | Frisco | TX | 12/1997 | 12/2017 |
| Fidelity Investments | Westlake | TX | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-28 |
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