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4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
2600 South Shore Blvd. Suite 300, League City, TX 77573 • United States
4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 02/2010 | 07/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| The Planning Project D/B/A The Sum | League City | TX | 07/2026 | Present |
OBA-117506|OrgNmn:inance Advisory Board with University of Houston Clea|Org Addr:houston,Texas,US|OBA Nature:educational, volunteer , not c|Invst Rel:N|Title:board member|Duties:Help the University of Houston Clear Lake with ideas and potentially develope an action plan to help engaged finance students with career path|StrtDt:04-02-25|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-07 |
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