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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
18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick-Fil-A | Cypress | TX | 10/2016 | 04/2021 |
| Pepsico | Pharr | TX | 06/2021 | 08/2021 |
| Mosaic Advisor | Houston | TX | 09/2021 | 12/2021 |
| University Of Houston | Houston | TX | 01/2022 | 05/2022 |
| Fidelity Investments | The Woodlands | TX | 05/2022 | Present |
| Full Time Student | Cypress | TX | 05/2012 | 09/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-08 |
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