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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Westlake | TX | 03/2022 | 09/2022 |
| Aaa | Coppell | TX | 09/2021 | 01/2022 |
| Bbva Bank | Killeen | TX | 10/2020 | 03/2021 |
| Central Texas College | Killeen | TX | 07/2016 | 06/2018 |
| Tiaa | Frisco | TX | 08/2024 | 05/2025 |
| Fidelity Investments | Westlake | TX | 10/2022 | 05/2024 |
| Unemployed | Frisco | TX | 06/2024 | 07/2024 |
| Unemployed | Copperas Cove | TX | 04/2021 | 08/2021 |
| Texas Dept Of Health | Austin | TX | 05/2019 | 10/2020 |
| Unemployed | Trophy Club | TX | 02/2022 | 02/2022 |
| Unemployed | Copperas Cove | TX | 07/2018 | 04/2019 |
| Bank Of America | Dallas | TX | 05/2025 | 10/2025 |
| Fidelity Investments | Westlake | TX | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-23 |
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