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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
405 N Lamar Blvd, Austin, TX 78703-5409 • United States
18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enterprise Holdings | San Marcos | TX | 05/2018 | 12/2018 |
| Qui Tequila | Austin | TX | 01/2018 | 05/2018 |
| Favor Delivery | San Marcos | TX | 07/2017 | 05/2018 |
| Chuys | San Marcos | TX | 09/2016 | 06/2017 |
| Texas State University | San Marcos | TX | 08/2014 | 12/2018 |
| Axa Advisors, Llc | New York | NY | 03/2019 | 07/2019 |
| Unemployed | San Marcos | TX | 01/2019 | 03/2019 |
| Bbva Usa | Birmingham | AL | 07/2019 | 05/2021 |
| Bbva Securities Inc | Houston | TX | 08/2019 | 05/2021 |
| Bbva Insurance Agency Inc | Austin | TX | 08/2019 | 05/2021 |
| Fidelity Investments | Westlake | TX | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-25 |
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