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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Denton | TX | 09/2019 | 12/2021 |
| Wells Fargo | Highland Village | TX | 01/2017 | 09/2019 |
| On The Border | Lewisville | TX | 09/2015 | 01/2017 |
| Full Time Student | Denton | TX | 01/2011 | 05/2019 |
| Fidelity Investments | Westlake | TX | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-66108|OrgNmn:Shipt |Org Addr:Fort Worth,Texas,US|OBA Nature:Delivery Gig |Invst Rel:N|Title:Shopper |Duties:None I take delivery opportunities when I want to make extra money |StrtDt:01-24-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-66109|OrgNmn:Instacart|Org Addr:Fort Worth,Texas,US|OBA Nature:Delivery Gig |Invst Rel:N|Title:Shopper |Duties:None I take deliveries when I want to make extra money |StrtDt:01-24-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-65893|OrgNmn:Doordash |Org Addr:Fort Worth,Texas,US|OBA Nature:Driving Gig |Invst Rel:N|Title:Independent Contractor|Duties:None, schedule myself to make deliveries when I want to make extra money |StrtDt:01-24-22|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-11 |
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