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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
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 |
|---|---|---|---|---|
| Db Franchising Usa, Llc | North Richland Hills | TX | 11/2021 | 06/2022 |
| Texas Roadhouse, Inc | Garland | TX | 07/2017 | 01/2018 |
| Clearcover, Inc | Chicago | IL | 11/2021 | 07/2022 |
| Goosehead Insurance Agency | Westlake | TX | 03/2021 | 10/2021 |
| Starbucks | Grapevine | TX | 01/2018 | 08/2020 |
| Schultz & Kellar, Pllc | Argyle | TX | 08/2019 | 08/2021 |
| Equinox | Highland Park | TX | 04/2018 | 11/2018 |
| Target Corporation | Garland | TX | 12/2017 | 02/2018 |
| Chipotle | Murphy | TX | 05/2016 | 07/2017 |
| Student | Plano | TX | 07/2012 | 05/2018 |
| Fidelity Investments | Westlake | TX | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129115|OrgNmn:KEN Photography|Org Addr:Roanoke,Texas,US|OBA Nature:Photography Business|Invst Rel:N|Title:Photographer|Duties:Photography business on the weekend. Taking photos of people, editing them and delivering them.|StrtDt:05-01-26|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-16 |
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