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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 |
|---|---|---|---|---|
| Broker Online Exchange | Westlake | TX | 06/2020 | 02/2021 |
| Ann Sattler Campaign | Seattle | WA | 06/2019 | 12/2019 |
| Big Data Energy Services | Dallas | TX | 06/2018 | 10/2018 |
| Big Data Energy Services | Houston | TX | 05/2017 | 06/2018 |
| Fort Worth Operating Company | Fort Worth | TX | 08/2016 | 12/2016 |
| Fidelity Investments | Westlake | TX | 04/2021 | Present |
| Texas Christian University | Fort Worth | TX | 08/2015 | 07/2018 |
| Unemployed | Houston | TX | 10/2018 | 06/2019 |
| Unemployed | Houston | TX | 01/2020 | 06/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-13 |
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