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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 |
|---|---|---|---|---|
| United Parcel Service | Haslet | TX | 09/2015 | 03/2020 |
| Blink Fitness (Formerly Fitness 2000) | North Richland Hills | TX | 07/2019 | 01/2021 |
| Fidelity Investments | Westlake | TX | 01/2021 | Present |
| Tarrant County College | North Richland Hills | TX | 08/2015 | 07/2018 |
| University Of North Texas | Denton | TX | 08/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-14 |
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