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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
23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Houston | Houston | TX | 08/2019 | 12/2022 |
| Img Financial | Houston | TX | 06/2022 | 08/2022 |
| Olive Garden | Katy | TX | 08/2021 | 07/2022 |
| Aspire Wealth Advisers | Houston | TX | 01/2022 | 05/2022 |
| Grimaldi's | Katy | TX | 01/2020 | 12/2020 |
| Best In Class | Katy | TX | 02/2018 | 05/2018 |
| Dish Society | Katy | TX | 10/2017 | 12/2017 |
| Kroger | Katy | TX | 06/2017 | 10/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2023 | 02/2023 |
| 49 Financial | Houston | TX | 09/2022 | 02/2023 |
| Fidelity Investments | Katy | TX | 04/2023 | Present |
| Seven Lakes High School | Katy | TX | 08/2015 | 05/2017 |
| Cinco Ranch High School | Katy | TX | 08/2017 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-06 |
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