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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 08/2021 | 03/2022 |
| Grace | Fort Worth | TX | 06/2020 | 08/2021 |
| Unemployed | Fort Worth | TX | 03/2020 | 06/2020 |
| Riverway Business Services | Houston | TX | 02/2020 | 03/2020 |
| Unemployed | Fort Worth | TX | 12/2019 | 02/2020 |
| Mid-States Distributing | Fort Worth | TX | 02/2019 | 12/2019 |
| L3 Resources | Houston | TX | 03/2018 | 02/2019 |
| Eddie V's Prime Seafood | Houston | TX | 05/2016 | 07/2018 |
| Fidelity Investments | Farmington | MI | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-21 |
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