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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Houston | TX | 12/2020 | 01/2021 |
| Fast Track Marketing | New Caney | TX | 04/2019 | 12/2020 |
| Luxurious Travels, Llc | New Caney | TX | 01/2019 | 04/2019 |
| Mendoza Marketing | Porter | TX | 02/2015 | 09/2018 |
| The University Of Texas At Austin | Austin | TX | 06/2014 | 08/2019 |
| Waddell & Reed, Inc | Houston | TX | 03/2021 | 07/2021 |
| James Barnett | Houston | TX | 03/2021 | 07/2021 |
| Fast Track Marketing, Llc | Porter | TX | 01/2021 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Kingwood | TX | 03/2021 | 07/2021 |
| Lpl Financial Llc | Houston | TX | 07/2021 | 10/2023 |
| Fidelity Investments | Westlake | TX | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-19 |
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