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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
The Colony, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas A&M University-Commerce | Commerce | TX | 08/2018 | 06/2022 |
| Modern Woodmen Fraternal Financial | Denton | TX | 06/2021 | 08/2021 |
| Carevide | Greenville | TX | 06/2021 | 08/2021 |
| Unemployed | Commerce | TX | 10/2010 | 08/2018 |
| Fidelity Investments | Westlake | TX | 06/2022 | 03/2024 |
| Fidelity Investments | Plano | TX | 10/2025 | Present |
| Syneos Health | Fort Worth | TX | 04/2024 | 07/2025 |
| Unemployed | The Colony | TX | 07/2025 | 10/2025 |
OBA-124006|OrgNmn:Mulligan Golf Company LLC|Org Addr:Odessa,Texas,US|OBA Nature:Golf apparel company|Invst Rel:N|Title:Partner|Duties:Designing apparel, maintaining website and social media, packaging and shipping orders|StrtDt:05-07-25|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-01 |
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