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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-21 |
Branch Locations
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2022 | Present |
| Lululemon Athletica | Dallas | TX | 07/2022 | 09/2022 |
| Dallas Cowboys | Frisco | TX | 08/2021 | 07/2022 |
| Dallas Baptist University | Dallas | TX | 02/2021 | 08/2021 |
| Dallas National Golf Club | Dallas | TX | 03/2021 | 08/2021 |
| Dallas Stars Hockey Club | Dallas | TX | 09/2019 | 04/2020 |
| Unemployed | Dallas | TX | 04/2020 | 02/2021 |
| Ace Hardware | Atlanta | TX | 09/2017 | 09/2019 |
| Unemployed | Atlanta | TX | 01/2012 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-24 |
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