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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 |
|---|---|---|---|---|
| Fidelity Investments | Houston | TX | 07/2021 | Present |
| Schlumberger | Houston | TX | 04/2019 | 07/2021 |
| Houston Baptist University | Houston | TX | 08/2017 | 12/2018 |
| Fluor Daniels | Sugar Land | TX | 06/2018 | 08/2018 |
| Republic Finance Llc | Missouri City | TX | 03/2018 | 06/2018 |
| University Of New Mexico | Albuquerque | NM | 07/2014 | 05/2017 |
| Time Off | Houston | TX | 01/2019 | 03/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-01 |
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