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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
11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gulf Coast Business Credit | Austin | TX | 06/2016 | 11/2017 |
| Axa Advisors, Llc | New York | NY | 02/2018 | 01/2020 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 01/2020 | 01/2024 |
| Thrivent Advisor Network, Llc | Austin | TX | 06/2020 | 12/2022 |
| 49 Wealth Management Llc | Austin | TX | 01/2020 | 01/2024 |
| N/A | Austin | TX | 01/2024 | 03/2024 |
| Tetra Fitness | Tx | TX | 03/2016 | 01/2020 |
| Axa Advisors | Tx | TX | 02/2018 | 01/2020 |
| Fidelity Investments | Austin | TX | 03/2024 | Present |
| Unemployed | Austin | TX | 11/2017 | 02/2018 |
| Gulf Coast Business Credit | Tx | TX | 06/2016 | 11/2017 |
| 49 Financial | Tx | TX | 01/2020 | 01/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-31 |
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