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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
Branch Locations
11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Time Inc. | Garland | TX | 01/2020 | 10/2021 |
| Caliber Collision | Lewisville | TX | 11/2024 | 06/2025 |
| The University Of Texas At Dallas | Richardson | TX | 08/2021 | 12/2024 |
| Pluckers Wing Bar | Plano | TX | 05/2023 | 08/2023 |
| Evantage Inc | Plano | TX | 05/2023 | 05/2023 |
| Lifescience Logistics | Coppell | TX | 05/2024 | 08/2024 |
| Nick'S Management, Inc. - Dallas-Corporate | Greenville | TX | 11/2023 | 11/2024 |
| Student | Garland | TX | 05/2015 | 06/2021 |
| Fidelity Investments | Austin | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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