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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
One Destiny Way, Westlake, TX 76262-8103 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exp Realty, Llc | Dallas | TX | 03/2019 | 04/2022 |
| Sebastian Ventures, Llc | Dallas | TX | 02/2020 | 04/2022 |
| Towne Park, Llc | Dallas | TX | 03/2019 | 11/2019 |
| Innovo Medical Group, Llc | Dallas | TX | 08/2016 | 09/2018 |
| None | Dallas | TX | 10/2018 | 02/2019 |
| Fidelity Brokerage Services, Llc | Westlake | TX | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-68239|OrgNmn:Sebastian Ventures, LLC|Org Addr:Dallas,Texas,US|OBA Nature:This is an LLC owned 100% by m|Invst Rel:Y|Title:Partner|Duties:I identify properites that work as an investment and act as the licensed realtor (through EXP Realty) to purchase, then list the home for sale|StrtDt:05-02-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-68288|OrgNmn:Forza Partners, LLC|Org Addr:Colleyvill,Texas,US|OBA Nature:This company has provided a si|Invst Rel:N|Title:Member of Board of Directors (The|Duties:Board Member and investor, but basically no involvement other than year end accounting. Major decisions as need, but extremely rare. |StrtDt:03-14-14|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-12 |
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