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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 |
|---|---|---|---|---|
| Farmers Insurance | Pearland | TX | 10/2020 | 01/2021 |
| Na | Pearland | TX | 05/2020 | 10/2020 |
| Edward Jones | Pearland | TX | 04/2019 | 05/2020 |
| Na | Pearland | TX | 09/2018 | 04/2019 |
| Jp Morgan Chasae | San Antonio | TX | 08/2013 | 09/2018 |
| Farmers Financial Solutions Llc | Pearland | TX | 01/2021 | 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 | 2019-06-17 |
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