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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 12/2020 | Present |
| Unemployed | Denver | CO | 10/2020 | 12/2020 |
| Carter Mackenzie International | Greenwood Village | CO | 08/2020 | 10/2020 |
| University Of Colorado | Boulder | CO | 08/2016 | 08/2020 |
| Bybee College Prep | Southlake | TX | 05/2017 | 08/2017 |
| Curb Records | Nashville | TN | 06/2019 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-12 |
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