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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-18 |
Branch Locations
North Richland Hills, TX • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 05/2022 | Present |
| Barley And Board | Denton | TX | 03/2022 | 05/2022 |
| The Biscuit Bar | Fort Worth | TX | 08/2021 | 03/2022 |
| Pluckers Wing Bar | Fort Worth | TX | 08/2020 | 09/2021 |
| Bowlero Corp | Watauga | TX | 08/2019 | 09/2020 |
| Pluckers Wing Bar | Grapevine | TX | 03/2019 | 08/2019 |
| Target | North Richland Hills | TX | 07/2017 | 03/2019 |
| Sci-Fi Factory | Fort Worth | TX | 10/2016 | 07/2017 |
| Target | Watauga | TX | 06/2013 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-12 |
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