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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Discount Tire Co. | Roanoke | TX | 02/2021 | 02/2022 |
| Goodyear Tire & Rubber Company | Highland Village | TX | 08/2018 | 02/2021 |
| Bright Industries | Argyle | TX | 04/2018 | 08/2018 |
| Us Navy | Everett | WA | 03/2012 | 03/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2022 | 12/2023 |
| Fidelity Investments | West Lake | TX | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-29 |
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