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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • 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 Investment | The Woodlands | TX | 06/2024 | 08/2024 |
| Dcn | Houston | TX | 12/2023 | 06/2024 |
| Unemployed | Houston | TX | 11/2017 | 02/2018 |
| Dcn | Houston | TX | 02/2018 | 12/2021 |
| United States Marine Corps | California | CA | 06/2015 | 11/2017 |
| Full Time Student | Houston | TX | 12/2021 | 09/2022 |
| Full-Time Student | Texas | TX | 08/2024 | 01/2025 |
| Full-Time Student | Houston | TX | 07/2023 | 12/2023 |
| Financial Success Strategies | Houston | TX | 09/2022 | 07/2023 |
| Fidelity Investments | The Woodlands | TX | 01/2025 | Present |
| Fidelity Brokerage Services Llc | The Woodlands | TX | 02/2026 | Present |
| Strategic Advisors Llc | The Woodlands | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-27 |
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