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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
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah Football | Salt Lake City | UT | 08/2021 | 01/2022 |
| University Of Texas At San Antonio | San Antonio | TX | 05/2018 | 05/2019 |
| Round Rock High School | Round Rock | TX | 08/2013 | 05/2017 |
| Brushy Creek Community Center | Round Rock | TX | 05/2017 | 05/2018 |
| Fidelity Investments | Westlake | TX | 01/2022 | 04/2023 |
| Ibm | Raleigh | NC | 05/2019 | 08/2019 |
| Fidelity Investments | Westlake | TX | 02/2025 | Present |
| University Of Texas At San Antonio | San Antonio | TX | 08/2019 | 10/2019 |
| University Of Texas At San Antonio | San Antonio | TX | 10/2019 | 06/2021 |
| Fidelity Investments | Westlake | TX | 06/2021 | 08/2021 |
| National Financial Services | Westlake | TX | 04/2023 | 02/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-16 |
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