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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
11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highland Church Of Christ Nursery | Abilene | TX | 03/2015 | 08/2018 |
| Justice | Abilene | TX | 03/2017 | 08/2017 |
| St John's Episcopal School | Abilene | TX | 06/2018 | 06/2018 |
| Brown Bag Etc Gift Shop | Fort Worth | TX | 09/2018 | 03/2020 |
| Camp Ozark | Mt Ida | AR | 05/2019 | 08/2019 |
| The Resort At Paws Up | Greenough | MT | 06/2020 | 08/2020 |
| Grassroots Advocates | Fort Worth | TX | 09/2020 | 11/2020 |
| Texas Christian University Center For Instructional Support | Fort Worth | TX | 02/2021 | 05/2021 |
| Fidelity Investments | Westlake | TX | 06/2021 | Present |
| Texas Christian University | Fort Worth | TX | 08/2018 | 05/2021 |
| Abilene High School | Abilene | TX | 08/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-01 |
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