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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
Trophy Club, TX • United States
Trophy Club, TX • United States
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 |
|---|---|---|---|---|
| Fort Worth Isd | Fort Worth | TX | 06/2021 | 07/2022 |
| Guanghua Cambridge International School | Wuxi | 01/2017 | 11/2019 | |
| Jiangsu College Of International Education Of Nanjing | Nanjing | 01/2014 | 12/2016 | |
| Uber | Fort Worth | TX | 01/2020 | 06/2021 |
| Fidelity Brokerage Services | Fort Worth | TX | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-122158|OrgNmn:Uber|Org Addr:Trophy Clu,Texas,US|OBA Nature:Uber Driver|Invst Rel:N|Title:Independent Contractor|Duties:Transport service|StrtDt:|TotHrs/mon:50|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-11 |
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