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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-25 |
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 |
|---|---|---|---|---|
| Pack Shack Llc | Pueblo | CO | 01/2020 | 06/2022 |
| The Ranger Group | Frisco | TX | 01/2024 | 03/2025 |
| Fidelity Investments | Westlake | TX | 03/2025 | Present |
| Unemployed | Mckinney | TX | 10/2023 | 01/2024 |
| Advantage Flag League | Yorba Linda | CA | 01/2015 | 01/2020 |
| 49 Financial | Addison | TX | 06/2022 | 02/2023 |
| Fortitude Systems | Atlanta | GA | 02/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-11 |
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