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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 |
|---|---|---|---|---|
| Ymca Of Metropolitan Fort Worth | Fort Worth | TX | 12/2009 | 01/2021 |
| Crowley Isd | Crowley | TX | 08/2013 | 08/2019 |
| Instacart | Fort Worth | TX | 05/2018 | 11/2019 |
| Tarrant County College | Fort Worth | TX | 08/2010 | 12/2017 |
| Southwestern Adventist University | Keene | TX | 01/2018 | 08/2020 |
| Fidelity Talentsouce | Westlake | TX | 01/2021 | 07/2021 |
| Fidelity Investments | Westlake | TX | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-04 |
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