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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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 05/2021 | Present |
| Oklahoma State University | Stillwater | OK | 10/2019 | 05/2021 |
| Copiah County Cooperative | Hazlehurst | MS | 05/2019 | 07/2019 |
| Sharpe's Department Store | Ada | OK | 05/2016 | 01/2019 |
| Oklahoma State University | Stillwater | OK | 08/2017 | 05/2021 |
| Stratford High School | Stratford | OK | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-16 |
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