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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 |
|---|---|---|---|---|
| Robert Half | Dallas | TX | 01/2021 | 02/2021 |
| Robert Half | Dallas | TX | 01/2021 | 02/2021 |
| Visiting Angels | Denton | TX | 02/2018 | 08/2019 |
| Revature | Reston | VA | 03/2020 | 04/2020 |
| Lodel | Boulder | CO | 02/2018 | 07/2019 |
| Lyft | San Francisco | CA | 02/2018 | 07/2019 |
| Ross | Richardson | TX | 07/2019 | 09/2019 |
| Texas Womans University | Denton | TX | 08/2015 | 12/2019 |
| Unemployed | Garland | TX | 03/2016 | 02/2018 |
| Unemployed | Garland | TX | 12/2019 | 03/2020 |
| Unemployed | Garland | TX | 04/2020 | 01/2021 |
| Fidelity Investments | Westlake | TX | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-17 |
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