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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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2021 | Present |
| Golftec | Fort Worth | TX | 09/2020 | 01/2021 |
| Vaquero Club | Westlake | TX | 08/2019 | 08/2020 |
| Troon Country Club | Scottsdale | AZ | 10/2017 | 08/2019 |
| Snake River Sporting Club | Jackson | WY | 05/2017 | 10/2017 |
| Kierland Golf Club | Scottsdale | AZ | 10/2016 | 05/2017 |
| Wade Hampton Golf Club | Cashiers | NC | 04/2016 | 10/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-119385|OrgNmn:Aces Indoor Golf Club |Org Addr:Roanoke ,Texas,US|OBA Nature:PGA Golf Instruction|Invst Rel:N|Title:Sole Proprietor|Duties:PGA Golf Instruction|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-115279|OrgNmn:Uber |Org Addr:Fort Worth,Texas,US|OBA Nature:Uber Driver |Invst Rel:N|Title:Uber Driver |Duties:Uber Driver |StrtDt:11-21-25|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
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