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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 07/2021 | Present |
| Amazon.COm, Inc. And Its Affiliates | Dallas | TX | 10/2020 | 07/2021 |
| Unemployed | Dallas | TX | 01/2020 | 10/2020 |
| State Farm Mutual Automobile Insurance Company | Richardson | TX | 03/2014 | 12/2019 |
| A.H. Belo | Dallas | TX | 07/2019 | 09/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-14 |
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