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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 11/2020 | Present |
| Encompass Health | Dallas | TX | 05/2019 | 11/2020 |
| Red7 Creative | Carrollton | TX | 06/2018 | 01/2019 |
| Dex Media | Dfw Airport | TX | 05/2017 | 06/2018 |
| Dex Media | Dfw Airport | TX | 02/2017 | 05/2017 |
| Vita Coco | Dallas | TX | 09/2016 | 02/2017 |
| Unt Pohl Recreational Center | Denton | TX | 05/2015 | 09/2016 |
| Unemployed | Lewisville | TX | 01/2019 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-16 |
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