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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-28 |
Branch Locations
18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bayou Grill | Pearland | TX | 07/2018 | 10/2023 |
| Fidelity Investments | Friendswood | TX | 03/2026 | Present |
| Colegio Espanol De Rabat | Rabat | 03/2016 | 07/2018 | |
| Fred Loya Insurance | Houston | TX | 10/2023 | 03/2026 |
| Trust For Life Llc | Houston | TX | 01/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-15 |
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