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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boxlunch | Grapevine | TX | 12/2023 | 12/2023 |
| -Byron Nelson High School | Trophy Club | TX | 08/2016 | 05/2020 |
| Bell'S Music Shop | Fort Worth | TX | 05/2024 | 08/2024 |
| University Of North Texas | Denton | TX | 08/2020 | 05/2021 |
| Tom Thumb | Trophy Club | TX | 08/2018 | 08/2021 |
| Stephen F. Austin State University | Nacogdoches | TX | 08/2021 | 05/2024 |
| Los Compadres | Roanoke | TX | 05/2022 | 08/2022 |
| Unemployed | Roanoke | TX | 08/2024 | 10/2024 |
| Fidelity Investments | Westlake | TX | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-05 |
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