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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 08/2024 | Present |
| Greathearts Irving Upper School | Irving | TX | 07/2021 | 06/2024 |
| Unemployed | Irving | TX | 06/2024 | 07/2024 |
| Unemployed | Irving | TX | 06/2021 | 07/2021 |
| Sandler Law Group Llc | Dallas | TX | 08/2020 | 06/2021 |
| Unemployed | Irving | TX | 05/2020 | 08/2020 |
| Candeo Schools Peoria | Peoria | AZ | 07/2019 | 05/2020 |
| Unemployed | Irving | TX | 05/2019 | 07/2019 |
| University Of Dallas | Irving | TX | 09/2018 | 05/2019 |
| Cistercian Preparatory School | Irving | TX | 06/2018 | 08/2018 |
| Cistercian Preparatory School | Irving | TX | 12/2017 | 01/2018 |
| North Hills Preparatory School | Irving | TX | 09/2017 | 12/2017 |
| Black, Mann & Graham Llp | Dallas | TX | 05/2017 | 08/2017 |
| University Of Dallas | Irving | TX | 08/2015 | 12/2016 |
| University Of Dallas | Irving | TX | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-15 |
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