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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 | New York | NY | 02/2021 | 06/2021 |
| Kemah Escape | Kemah | TX | 05/2018 | 08/2018 |
| Metabologix | Lubbock | TX | 09/2018 | 12/2018 |
| Advalorem Tax | Kemah | TX | 05/2019 | 08/2019 |
| Texas Tech University | Lubbock | TX | 08/2016 | 12/2020 |
| Fidelity Investments | Westlake | TX | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-28 |
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