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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One North Lasalle Street, Chicago, IL 60602-3902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Dallas | TX | 09/2021 | 01/2023 |
| Jk Financial Of Texas Llc (Agency) - National Life Group | Irving | TX | 09/2019 | 09/2021 |
| Communities In Schools | Dallas | TX | 08/2018 | 12/2019 |
| Hillstone Restaurant Group | Dallas | TX | 12/2016 | 03/2019 |
| Spice In The City | Dallas | TX | 11/2016 | 12/2016 |
| University Of Texas At Arlington | Arlington | TX | 08/2016 | 05/2018 |
| Pl Financial, Llc | Sunnyvale | TX | 05/2021 | 09/2021 |
| Self Employed | Dallas | TX | 03/2021 | 05/2022 |
| Fidelity Investments | Westlake | TX | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130807|OrgNmn:Limones Properties|Org Addr:Sunnyvale,Texas,US|OBA Nature:Remodeling and home renovation|Invst Rel:Y|Title:Property Manager |Duties:managing property and cordinating with contractors on renovations |StrtDt:06-01-26|TotHrs/mon:15|TrdHrs/mon:0|OBA-96240|OrgNmn:PL Financial|Org Addr:Sunnyvale,Texas,US|OBA Nature:Running some real estate inves|Invst Rel:Y|Title:Landlord|Duties:managing rental property. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-29 |
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