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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
One Destiny Way, Westlake, TX 76262-8103 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 03/2021 | 12/2021 |
| Unemployed | Dallas | TX | 08/2019 | 03/2021 |
| Lp Analyst | Dallas | TX | 04/2019 | 08/2019 |
| Unemployed | Waco | TX | 12/2018 | 04/2019 |
| Special Fx Video Game Exchange | Waco | TX | 11/2018 | 12/2018 |
| Unemployed | Waco | TX | 05/2018 | 11/2018 |
| Baylor University | Waco | TX | 08/2015 | 05/2018 |
| Profectus Insurance And Investments | Dallas | TX | 12/2021 | 08/2022 |
| Unemployed | Dallas | TX | 08/2022 | 12/2022 |
| Fidelity Investments | Westlake | TX | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130492|OrgNmn:Ghostdoom TCG|Org Addr:Plano,Texas,US|OBA Nature:Pokemon card vendor. I put dow|Invst Rel:N|Title:Co-owner|Duties:Buying and selling trading cards at local card shows|StrtDt:05-30-26|TotHrs/mon:20|TrdHrs/mon:0|OBA-94660|OrgNmn: KSSM Consulting LLC|Org Addr:Plano,Texas,US|OBA Nature:Consulting and Business Adviso|Invst Rel:N|Title:Officer|Duties:After my father passed away my mother runs our family business. Through this LLC, I support her in that endeavor through informal business adv|StrtDt:12-14-16|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-14 |
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