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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walmart | Bellmead | TX | 06/2020 | 05/2022 |
| Walmart | Lewisville | TX | 05/2022 | 07/2022 |
| Amc Theaters | Waco | TX | 05/2016 | 03/2020 |
| First Convenience Bank | Waco | TX | 07/2019 | 06/2020 |
| Cheddar's Scratch Kitchen | Waco | TX | 06/2017 | 08/2017 |
| Mclennan Community College | Waco | TX | 08/2018 | 05/2020 |
| Baylor University | Waco | TX | 08/2020 | 05/2022 |
| Fidelity Investments | Westlake | TX | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
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