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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED | 2026-06-17 |
Branch Locations
34179 Golden Lantern Suite 101, Dana Point, CA 92629 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2019 | 06/2019 |
| Texas Christian University | Fort Worth | TX | 08/2016 | 05/2019 |
| Texas Christian University | Fort Worth | TX | 08/2017 | 06/2018 |
| Good Choice Sushi | Laguna Niguel | CA | 04/2015 | 08/2017 |
| Fidelity Brokerage Services, Llc | Westlake | TX | 11/2019 | 08/2020 |
| Unemployed | Fort Worth | TX | 06/2019 | 11/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Laguna Beach | CA | 04/2025 | 06/2026 |
| Fidelity Brokerage Services, Llc | Westlake | TX | 08/2020 | 11/2021 |
| Fidelity Brokerage Services, Llc | Westlake | TX | 11/2021 | 04/2023 |
| Fidelity Brokerage Services, Llc | Westlake | TX | 04/2023 | 08/2024 |
| Fidelity Brokerage Services, Llc | Westlake | TX | 08/2024 | 04/2025 |
| &Partners | Nashville | TN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-13 |
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