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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 |
|---|---|---|---|---|
| Aramark Entertainment | Houston | TX | 02/2020 | 06/2020 |
| Moores Mill Country Club | Auburn | AL | 09/2014 | 12/2018 |
| Auburn University | Auburn | AL | 02/2011 | 12/2018 |
| Unemployed | Houston | TX | 06/2020 | 02/2021 |
| Thrivent Financial | Appleton | WI | 03/2021 | 07/2021 |
| Thrivent Advisor Network, Llc Dba Awaken Wealth Partners | Houston | TX | 11/2021 | 02/2024 |
| Armada Analytics, Inc. | Greenville | SC | 07/2021 | 10/2021 |
| Aramark Refreshments | Houston | TX | 02/2019 | 02/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2022 | 02/2024 |
| Fidelity Investments | San Francisco | CA | 02/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-05 |
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