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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
Boyd, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Mangilao | 01/2015 | 08/2019 | |
| Coast360 Federal Credit Union | Upper Tumon | 02/2024 | 03/2024 | |
| Student | Mangilao | 01/2023 | 02/2024 | |
| Flip Flop Shops | Dededo | 08/2019 | 06/2020 | |
| Student | Mangilao | 03/2024 | 05/2024 | |
| Unemployed | Keller | TX | 05/2024 | 03/2025 |
| Student | Mangilao | 06/2020 | 11/2020 | |
| Coffee Slut Guam Llc | Hagatna | 11/2020 | 01/2023 | |
| Fidelity Investments | Westlake | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-20 |
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