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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
2933 West 7Th St., Fort Worth, TX 76107-2221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maple Deli | Dallas | TX | 09/2016 | 12/2016 |
| University Of Houston Library | Houston | TX | 09/2016 | 12/2016 |
| Wagner & Saenz | Houston | TX | 01/2017 | 04/2017 |
| Chalaki Law Firm | Dallas | TX | 05/2017 | 08/2017 |
| University Of Houston | Houston | TX | 08/2017 | 12/2017 |
| Chalaki Law Firm | Carrolton | TX | 01/2018 | 09/2018 |
| Chapwood Capital Investment Management, Llc | Plano | TX | 10/2018 | 01/2023 |
| Fidelity Investments | Fort Worth | TX | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-13 |
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