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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
23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Financial Group | Houston | TX | 03/2020 | 06/2021 |
| Sam Houston University | Huntsville | TX | 08/2019 | 03/2020 |
| Green Mountain Energy | Houston | TX | 07/2019 | 08/2019 |
| University Of Houston Victoria | Katy | TX | 06/2018 | 07/2019 |
| Houston Community College | Houston | TX | 12/2016 | 01/2018 |
| Lincoln Construction | Katy | TX | 01/2018 | 05/2018 |
| 511 Tactical Houston | Houston | TX | 05/2016 | 12/2016 |
| Northwestern Mutual | Houston | TX | 06/2021 | 09/2021 |
| David Higgins | Houston | TX | 09/2021 | 06/2022 |
| James Siegel | Houston | TX | 09/2021 | 06/2022 |
| Northwestern Mutual Investment Services Llc | Houston | TX | 09/2021 | 06/2022 |
| Northwestern Mutualwealth Management Company | Milwaukee | WI | 04/2022 | 06/2022 |
| Fidelity Brokerage Services Llc | Katy | TX | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-29 |
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