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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 07/2015 | 02/2018 |
| Bank Of America, N.A. | Fort Worth | TX | 08/2015 | 02/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2018 | 08/2021 |
| Unemployed | Ft Worth | TX | 02/2018 | 07/2018 |
| Fidelity Investments | Westlake | TX | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-109094|OrgNmn:Bella Roofing and Construction|Org Addr:arlington,Texas,US|OBA Nature:Roofing and construction|Invst Rel:N|Title:additional bank signer|Duties:additional bank signer|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-11 |
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