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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5401 Watson Drive, Albuquerque, NM 87106-9704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2021 | 08/2022 |
| Parish Oil | Gunnison | CO | 09/2019 | 12/2020 |
| Northwoods Zip Line | Minocqua | WI | 08/2017 | 08/2019 |
| Chequamegon Adventure Company | Minocqua | WI | 06/2015 | 05/2017 |
| Lakeland Union High School | Minocqua | WI | 09/2014 | 06/2017 |
| Western State Colorado University | Gunnison | CO | 09/2017 | 05/2021 |
| Fidelity Investments | Westlake | TX | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-19 |
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