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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Katy | TX | 05/2025 | 10/2025 |
| Jwl Marketing Inc | Absecon | NJ | 05/2024 | 01/2025 |
| Fidelity Investments | Austin | TX | 10/2025 | Present |
| Wells Fargo Bank N.A. | San Francisco | CA | 07/2004 | 05/2025 |
| Office Depot | Boca Raton | FL | 04/2023 | 12/2023 |
| Carmax, Inc | Richmond | VA | 08/2017 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-13 |
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