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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
Branch Locations
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 10/2023 | Present |
| Cedar Hill Isd | Cedar Hill | TX | 08/2021 | 05/2023 |
| Express Clothing | Grand Prairie | TX | 03/2021 | 08/2021 |
| Mansfield Isd | Mansfield | TX | 03/2021 | 05/2021 |
| Lawton Salvation Army Boys & Girls Club | Lawton | OK | 06/2020 | 02/2021 |
| Cameron University Recreation Center | Lawton | OK | 05/2020 | 01/2021 |
| Lawton Youth Men's Christian Association (Ymca) | Lawton | OK | 05/2019 | 06/2020 |
| Lawton Public Schools | Lawton | OK | 08/2017 | 05/2020 |
| Lawton Red River Vet Center | Lawton | OK | 02/2017 | 12/2017 |
| Jackson State University | Jackson | MS | 08/2016 | 02/2017 |
| Unemployed | Coppell | TX | 05/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-21 |
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