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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
2933 West 7Th St., Fort Worth, TX 76107-2221 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 05/2021 | Present |
| Blue Beacon | Denton | TX | 12/2020 | 05/2021 |
| Western Governors University | Salt Lake City | UT | 06/2020 | 01/2021 |
| Walmart Distribution Center | Fort Worth | TX | 11/2020 | 12/2020 |
| Denton County Sheriffs Office | Denton | TX | 07/2020 | 10/2020 |
| Bucee's Ltd | Denton | TX | 01/2019 | 07/2020 |
| North Central Texas College | Corinth | TX | 08/2019 | 02/2020 |
| J & L Utilities | Edgewood | TX | 09/2018 | 01/2019 |
| At Staffing | Terrell | TX | 07/2018 | 09/2018 |
| Unemployed | Edgewood | TX | 06/2018 | 07/2018 |
| U.S Navy | Great Lakes | IL | 05/2018 | 06/2018 |
| J & L Produce | Quinlan | TX | 08/2016 | 05/2018 |
| Texas Womans University | Denton | TX | 08/2016 | 12/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-07 |
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