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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
One Destiny Way, Westlake, TX 76262-8103 • United States
Denton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 07/2022 | Present |
| Aubrey Independent School District | Aubrey | TX | 07/2017 | 07/2022 |
| University Of North Texas | Denton | TX | 08/2013 | 05/2017 |
| University Of North Texas - Learning Center | Denton | TX | 08/2015 | 12/2016 |
| Lewisville Independent School District | Lewisville | TX | 08/2016 | 12/2016 |
| Cracker Barrel | Denton | TX | 08/2016 | 11/2016 |
| Argyle Independent School District | Argyle | TX | 01/2017 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-04 |
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