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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-12 |
Branch Locations
8411 Preston Road Suite 130, Dallas, TX 75225-5521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aledo Highschool | Aledo | TX | 07/2017 | 03/2018 |
| Alamo City Golf Course | San Antonio | TX | 03/2024 | 05/2024 |
| University Of The Incarnate Word | San Antonio | TX | 08/2021 | 05/2025 |
| Pyro Shows Of Texas, Inc | Fort Worth | TX | 06/2019 | 07/2019 |
| Fidelity Investments | Dallas | TX | 06/2024 | 08/2024 |
| Aledo Middle School | Aledo | TX | 08/2015 | 05/2017 |
| Fidelity Investments | Dallas | TX | 07/2025 | Present |
| All Saints' Episcopal School | Fort Worth | TX | 01/2019 | 05/2021 |
| Aledo Highschool | Aledo | TX | 03/2018 | 01/2019 |
OBA-126493|OrgNmn:JRNCD LTD|Org Addr:Benbrook,Texas,US|OBA Nature:Operations Support|Invst Rel:Y|Title:Assitant Manager|Duties:I provide essentially limited operational support to my fathers real estate company. Work is performed outside Fidelity hours, no use of Fidel|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-07 |
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