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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 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
2018 156Th Ave Suite 100, Bellevue, WA 98007-3825 • United States
Redmond, WA • United States
7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sams Club | Arlington | TX | 07/2016 | 09/2016 |
| Enterprise Rent A Car | Arlington | TX | 06/2018 | 06/2019 |
| Costco | Southlake | TX | 12/2019 | 01/2020 |
| Pickup Now | Grapevine | TX | 07/2020 | 09/2020 |
| Door Dash | Grapevine | TX | 09/2020 | 06/2021 |
| Enterprise Exotic Car Rental | Grapevine | TX | 06/2019 | 10/2019 |
| Multiview | Irving | TX | 01/2020 | 06/2020 |
| Lonestar Valet | Dallas | TX | 06/2021 | 01/2023 |
| Unemployed | Arlington | TX | 09/2016 | 06/2018 |
| Fidelity Investments | Westlake | TX | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-08 |
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