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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
12532 Memorial Drive, Houston, TX 77024-6000 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smoothie King | Houston | TX | 08/2016 | 10/2016 |
| A2Z Houston Locksmith | Houston | TX | 11/2016 | 06/2021 |
| Champion Forest Baptist Church | Houston | TX | 05/2018 | 08/2018 |
| Salata | Houston | TX | 05/2018 | 08/2018 |
| Mattress Firm | Houston | TX | 05/2018 | 08/2018 |
| Fidelity Investments | Houston | TX | 05/2020 | 08/2020 |
| Fidelity Investments | Houston | TX | 06/2021 | Present |
| Full-Time Education | Houston | TX | 09/2010 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-18 |
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