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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 | 08/2021 | Present |
| Southwest Age Intervention Institute | Arlington | TX | 02/2021 | 08/2021 |
| Wellhealth | Frisco | TX | 03/2020 | 02/2021 |
| 24 Hour Fitness | Fort Worth | TX | 08/2019 | 03/2020 |
| St. David's North Austin Medical Center | Austin | TX | 05/2019 | 08/2019 |
| Chili's Bar And Grill | Austin | TX | 06/2018 | 07/2019 |
| Charming Charlie's | New Braunfels | TX | 03/2018 | 06/2018 |
| Booskies Southern Boutique | San Marcos | TX | 06/2017 | 12/2017 |
| Charming Charlie | New Braunfels | TX | 11/2016 | 08/2017 |
| Texas State University | San Marcos | TX | 08/2015 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-07 |
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