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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Danville | KY | 02/2024 | 04/2025 |
| Sports Performance Volleyball Club | Aurora | IL | 05/2021 | 07/2021 |
| Centre College | Danville | KY | 05/2021 | 06/2025 |
| Centre College | Danville | KY | 02/2024 | 05/2025 |
| Aurora Central Catholic | Aurora | IL | 05/2017 | 06/2021 |
| Hinckley Big Rock | Hinckley | IL | 08/2008 | 06/2017 |
| Fidelity Investments | Southlake | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
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