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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victory Capital | San Antonio | TX | 01/2022 | 09/2023 |
| Wells Fargo | San Antonio | TX | 10/2018 | 12/2021 |
| Swarovski | San Antonio | TX | 06/2018 | 12/2019 |
| Orange Leaf Frozen Yogurt | El Paso | TX | 08/2016 | 05/2017 |
| El Paso Community Collage | El Paso | TX | 01/2017 | 06/2018 |
| University Of Texas At San Antonio | San Antonio | TX | 08/2018 | 05/2021 |
| Fidelity Investments | Washington | DC | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-28 |
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