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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 |
|---|---|---|---|---|
| Flower Mound Highschool | Flower Mound | TX | 01/2012 | 05/2018 |
| University Of Arkansas | Fayetteville | AR | 08/2017 | 07/2021 |
| Compass Group | Fayetteville | AR | 03/2018 | 12/2020 |
| Environmental Improvements | Lewisville | TX | 06/2018 | 08/2018 |
| Accentcare | Dallas | TX | 06/2020 | 12/2020 |
| Fidelity Investments | Westlake | TX | 09/2021 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 03/2023 | 07/2023 |
| Bank Of America, N.A. | Dallas | TX | 04/2023 | 07/2023 |
| Fidelity Investments | Westlake | TX | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-31 |
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