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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nike Inc. | Grapevine | TX | 02/2017 | 07/2017 |
| Nike Inc. | Grapevine | TX | 01/2018 | 07/2018 |
| Guaranty Bank & Trust | Denton | TX | 12/2018 | 05/2019 |
| Penske Truck Leasing And Rental | Fort Worth | TX | 01/2019 | 05/2019 |
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2019 | Present |
| Unemployed | Denton | TX | 08/2017 | 12/2017 |
| Unemployed | Denton | TX | 08/2018 | 12/2018 |
| Unemployed | Denton | TX | 01/2007 | 12/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-06 |
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