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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
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 05/2021 | Present |
| Teksystems | Plano | TX | 03/2021 | 05/2021 |
| Vital Pharmaceuticals- Bang Energy | Orlando | FL | 12/2018 | 03/2021 |
| Chipotle | Oviedo | FL | 05/2018 | 12/2018 |
| Kiwi Frozen Yogurt | State College | PA | 03/2018 | 05/2018 |
| Penn State University | University Park | PA | 08/2016 | 03/2018 |
| Coconut Cove Waterpark | Boca Raton | FL | 05/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-25 |
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