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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
Texas City, TX • United States
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 |
|---|---|---|---|---|
| Bank Of America | Pearland | TX | 06/2019 | 06/2022 |
| Wendy's | Houston | TX | 01/2017 | 06/2017 |
| Jcpenney | Friendswood | TX | 06/2017 | 01/2018 |
| Mq Cellular | Deer Park | TX | 06/2017 | 06/2019 |
| University Of Houston | Houston | TX | 08/2019 | 05/2022 |
| San Jacinto College | Houston | TX | 08/2017 | 12/2020 |
| Clear Lake High School | Houston | TX | 03/2014 | 06/2017 |
| Fidelity Investments | Westlake | TX | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-30 |
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