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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2025 | 09/2025 |
| The Wealth Builders Group | Irving | TX | 07/2020 | 05/2025 |
| Flowserve | Irving | TX | 05/2019 | 08/2019 |
| University Of Texas At Austin | Austin | TX | 08/2016 | 06/2020 |
| Fidelity Investments | Austin | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-06 |
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