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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 Brokerages Services Llc | Westlake | TX | 12/2018 | Present |
| Capital One Bank | Bossier City | LA | 11/2016 | 07/2017 |
| Republic Finance | Bossier City | LA | 07/2017 | 11/2018 |
| Lsu Shreveport | Shreveport | LA | 07/2016 | 11/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-08 |
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