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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Global Investors Distributors Llc | New York | NY | 06/2014 | 02/2018 |
| Fiduciary Investment Trusts, Llc | Overland Park | KS | 02/2018 | 09/2020 |
| Unemployed | Plano | TX | 09/2020 | 12/2020 |
| Fidelity Investments | Westlake | TX | 12/2020 | 03/2025 |
| Financial Fitness For Life | Leawood | KS | 02/2018 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2026 | Present |
| Strategic Advisers Llc | Westlake | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-24 |
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