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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
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
Farmers Branch, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 04/2021 | Present |
| Jp Morgan Chase And Co | Lubbock | TX | 10/2020 | 04/2021 |
| Aimbank | Lubbock | TX | 01/2020 | 10/2020 |
| Wells Fargo | Lubbock | TX | 05/2019 | 11/2019 |
| Prosperity Bank | Lubbock | TX | 06/2018 | 02/2019 |
| Mens Warehouse | Lubbock | TX | 01/2018 | 06/2018 |
| Ups United Parcel Services | Wichita Falls | TX | 12/2017 | 12/2017 |
| Fisher 59 | Wichita Falls | TX | 05/2017 | 08/2017 |
| Texas Tech University Rawls College Of Business | Lubbock | TX | 08/2016 | 12/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-03 |
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