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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferson Financial | Metarie | LA | 05/2021 | 07/2021 |
| Le Triomphe Country Club | Broussard | LA | 09/2020 | 11/2020 |
| Fidelity Investments | Westlake | TX | 07/2022 | Present |
| Baskin Robbins | Euless | TX | 08/2017 | 06/2018 |
| Unemployed | Grapevine | TX | 07/2012 | 08/2017 |
| Unemployed | Grapevine | TX | 06/2018 | 05/2020 |
| Baskin Robbins | Euless | TX | 05/2020 | 06/2020 |
| Unemployed | Grapevine | TX | 06/2020 | 09/2020 |
| Unemployed | Lafayette | LA | 11/2020 | 05/2021 |
| Unemployed | Lafayette | LA | 07/2021 | 07/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-14 |
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