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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
11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States
Georgetown, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 05/2021 | 11/2021 |
| Texas Tech University | Lubbock | TX | 08/2017 | 05/2021 |
| Academy Sports & Outdoors | Lubbock | TX | 10/2020 | 04/2021 |
| Tenable | Columbia | MD | 06/2019 | 08/2019 |
| Dallas Country Club | Dallas | TX | 07/2017 | 08/2017 |
| Unemployed | Belton | TX | 05/2017 | 07/2017 |
| Salado High School | Salado | TX | 08/2015 | 05/2017 |
| Equitable Advisors, Llc | Dallas | TX | 11/2021 | 04/2022 |
| Unemployed | Dallas | TX | 04/2022 | 07/2022 |
| Fidelity Investments | Georgetown | TX | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-16 |
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