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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed Umpiring | Tyler | TX | 06/2014 | 04/2022 |
| Edwin Watts Golf Shop | Tyler | TX | 05/2019 | 05/2022 |
| Azalea Orthopedics | Tyler | TX | 04/2021 | 05/2022 |
| Doordash | Tyler | TX | 08/2020 | 12/2021 |
| Grubhub | Tyler | TX | 08/2020 | 12/2021 |
| Uber | Dallas | TX | 08/2022 | 09/2022 |
| Ut Southwestern Physical Therapy School | Dallas | TX | 05/2022 | 08/2022 |
| Fidelity Investments | Westlake | TX | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-121438|OrgNmn:Landscaping|Org Addr:Dallas,Texas,US|OBA Nature:Lawn cleanup and upkeep on the|Invst Rel:N|Title:Landscaper|Duties:occasional weekend landscaping|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-09 |
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