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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
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2020 | 05/2022 |
| Creditassociates | Plano | TX | 08/2019 | 02/2020 |
| Bestbuy | Frisco | TX | 11/2013 | 05/2019 |
| Amazon | Allen | TX | 05/2020 | 05/2020 |
| Fidelity Investments | Westlake | TX | 02/2023 | Present |
| Walmart | Fort Worth | TX | 05/2020 | 08/2020 |
| Penske | Fort Worth | TX | 04/2019 | 05/2019 |
| Dot Compliance | Irving | TX | 03/2020 | 03/2020 |
| Dietzler Ventures Inc | Carrolton | TX | 08/2020 | 09/2020 |
| Freedom Debt Relief | Dallas | TX | 05/2022 | 11/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-11 |
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