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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
Fulshear, TX • United States
15600 Southwest Freeway, Sugar Land, TX 77478-3881 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2022 | 11/2022 |
| United States Gold Bureau | Leander | TX | 07/2019 | 07/2022 |
| University Of Texas At Austin | Austin | TX | 08/2016 | 12/2019 |
| Varsity Tutors | Austin | TX | 03/2018 | 02/2019 |
| University Co-Op | Austin | TX | 07/2018 | 08/2018 |
| Harvest Market | Katy | TX | 11/2017 | 01/2018 |
| Grace Fellowship Church | Katy | TX | 05/2017 | 08/2017 |
| Walgreens | Katy | TX | 06/2016 | 06/2017 |
| Unemployed | Austin | TX | 07/2022 | 08/2022 |
| Fidelity Investments | Austin | TX | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-30 |
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