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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
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 08/2020 |
| Student | Martinshoe | 08/2013 | 08/2017 | |
| Usaa | Colorado Springs | CO | 10/2017 | 12/2018 |
| Unemployed | Colorado Springs | CO | 08/2017 | 10/2017 |
| Fidelity Investments | Colorado Springs | CO | 06/2021 | 05/2022 |
| Unemployed | Colorado Springs | CO | 08/2020 | 06/2021 |
| Unemployed | Orange | TX | 05/2022 | 02/2023 |
| Fidelity Investments | Orange | TX | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-110175|OrgNmn:Niftyluck Shop (Tik Tok Shop) |Org Addr:Orange,Texas,US|OBA Nature:Beauty Products, Pet Products,|Invst Rel:N|Title:Tik Tok Shop Owner|Duties:Two hours per day, outside of working hours. |StrtDt:|TotHrs/mon:60|TrdHrs/mon:0|OBA-124695|OrgNmn:Smalley Med Practice|Org Addr:Orange,Texas,US|OBA Nature:Hospitalist, spouse will be wo|Invst Rel:N|Title:Partner|Duties:Billing aprox four hours per week, work outside of business hours. |StrtDt:11-14-25|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-12 |
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