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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
One Destiny Way, Westlake, TX 76262-8103 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Anoka | MN | 06/2016 | 11/2016 |
| Usaa Financial Advisors Inc | Addison | TX | 11/2016 | 02/2018 |
| Usaa Financial Planning Services | Addison | TX | 11/2016 | 02/2018 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 02/2018 |
| Fidelity Brokerage Services Llc | Westlake | TX | 04/2018 | Present |
| Charles Schwab Corporation | Westlake | TX | 02/2018 | 03/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-02 |
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