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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
15600 Southwest Freeway, Sugar Land, TX 77478-3881 • United States
Meadows Place, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Sugar Land | TX | 07/2024 | Present |
| New York Life Insurance Agents | Houston | TX | 07/2021 | 09/2021 |
| Unemployed | Houston | TX | 02/2021 | 06/2021 |
| Unemployed | Houston | TX | 10/2021 | 10/2021 |
| J.P. Morgan Securities Llc | Katy | TX | 11/2021 | 05/2022 |
| Jpmorgan Chase Bank, N.A. | Katy | TX | 11/2021 | 05/2022 |
| Trinet Hr | Houston | TX | 12/2016 | 06/2018 |
| Bank Of America | Sugar Land | TX | 10/2015 | 01/2021 |
| Bank Of America, N.A. | Houston | TX | 05/2022 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2022 | 07/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-11 |
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