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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
2933 West 7Th St., Fort Worth, TX 76107-2221 • United States
Crowley, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | North Richland Hills | TX | 10/2016 | 03/2021 |
| Wells Fargo Clearing Services, Llc | North Richland Hills | TX | 01/2019 | 03/2021 |
| Mcdonald's | Fort Worth | TX | 04/2011 | 10/2016 |
| Tarrant County College | Fort Worth | TX | 01/2016 | 05/2018 |
| Tarleton State University | Fort Worth | TX | 05/2018 | Present |
| Fidelity Brokerage Services, Llc | Fort Worth | TX | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-15 |
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