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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
2933 West 7Th St., Fort Worth, TX 76107-2221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raising Canes | Burleson | TX | 05/2016 | 07/2018 |
| Chik-Fil-A | Burleson | TX | 08/2018 | 01/2019 |
| Bill Beth Construction | Cleburne | TX | 01/2019 | 05/2019 |
| Joel Beth Construction | Burleson | TX | 05/2019 | 05/2022 |
| Dallas Baptist University | Dallas | TX | 01/2021 | 05/2021 |
| Uber | Dallas | TX | 07/2021 | 07/2021 |
| Dallas Baptist University | Dallas | TX | 08/2019 | 05/2022 |
| Fidelity | Westlake | TX | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-17 |
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