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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 07/2022 | Present |
| Albertson | Southlake | TX | 08/2019 | 03/2022 |
| Children Services Social Worker- Uk Local Authorities | London | 04/2014 | 04/2019 | |
| Unemployed | Colleyville | TX | 03/2022 | 07/2022 |
| Unemployed | Southlake | TX | 04/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-06 |
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