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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
Fort Worth, TX • United States
2933 West 7Th St., Fort Worth, TX 76107-2221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 08/2016 | 03/2017 |
| Scripps Institution Of Oceanography At Uc San Diego | La Jolla | CA | 04/2017 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 07/2019 |
| Northwestern Mutual Investment Services Llc | La Jolla | CA | 05/2018 | 07/2019 |
| Axa Advisors, Llc | New York | NY | 07/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2019 | 10/2022 |
| Fidelity Investments | Fort Worth | TX | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-08 |
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