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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
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 11/2020 | Present |
| Western States Fire Protection | Grand Prairie | TX | 11/2019 | 10/2020 |
| Fitness One | Fayetteville | AR | 06/2018 | 08/2019 |
| Buffalo Wild Wings | Fayetteville | AR | 07/2017 | 11/2017 |
| Unemployed | Flower Mound | TX | 10/2020 | 11/2020 |
| Unemployed | Flower Mound | TX | 08/2019 | 11/2019 |
| Unemployed | Fayetteville | AR | 11/2017 | 06/2018 |
| Unemployed | Fayetteville | AR | 08/2016 | 07/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-21 |
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