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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
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
River Oaks, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| El Paseo Mexican Restaurant | Sansom Park | TX | 03/2019 | 08/2022 |
| Zero Degrees | Fort Worth | TX | 03/2019 | 07/2019 |
| Fidelity Investments | Westlake | TX | 08/2022 | Present |
| Student | Fort Worth | TX | 08/2012 | 03/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
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