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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| K Village Dental | Carrollton | TX | 03/2018 | 04/2022 |
| Windhaven Dental | Plano | TX | 03/2018 | 04/2022 |
| Fortune Mobile | Dallas | TX | 08/2017 | 02/2018 |
| J2L Academy | Carrollton | TX | 02/2017 | 08/2017 |
| Pok The Raw Bar | Dallas | TX | 09/2016 | 02/2017 |
| Christ For The Nations Institute | Dallas | TX | 01/2016 | 08/2018 |
| Fidelity Investments | Westlake | TX | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-24 |
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