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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
Mesquite, TX • 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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 08/2022 | Present |
| Unemployed | Mesquite | TX | 04/2022 | 07/2022 |
| The Mortgage Lab Inc | Pasadena | CA | 01/2020 | 03/2022 |
| Keller Williams Pacific Estates | Long Beach | CA | 07/2018 | 12/2019 |
| Full Time Student | Long Beach | CA | 08/2016 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-17 |
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