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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
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 01/2022 | Present |
| Crude Craft Coffee Bar | Fort Worth | TX | 10/2021 | 01/2022 |
| Unemployed | San Antonio | TX | 05/2021 | 10/2021 |
| Texas Christian University | Fort Worth | TX | 08/2017 | 05/2021 |
| Texas Christian University | Fort Worth | TX | 08/2017 | 05/2021 |
| Ampersand | Fort Worth | TX | 09/2019 | 02/2020 |
| Chipotle | San Antonio | TX | 05/2018 | 08/2018 |
| Tuesday Morning | San Antonio | TX | 06/2019 | 07/2019 |
| Unemployed | San Antonio | TX | 07/2014 | 08/2017 |
| Incarnate Word High School | San Antonio | TX | 08/2014 | 05/2017 |
| Ej Adventures | San Antonio | TX | 02/2018 | 01/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-15 |
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