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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
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 12/2022 | 05/2023 |
| New York Life Insurance Company | Dallas | TX | 10/2022 | 05/2023 |
| Orange Theory Fitness | Lubbock | TX | 05/2022 | 07/2022 |
| Unemployed | Lubbock | TX | 07/2022 | 10/2022 |
| Texas Tech University | Lubbock | TX | 08/2018 | 12/2022 |
| Altos Planos Collective | Dallas | TX | 07/2022 | 09/2022 |
| Texas Family Fitness | Frisco | TX | 03/2022 | 08/2022 |
| Reedy High School | Frisco | TX | 08/2014 | 06/2018 |
| Fidelity Investments | Plano | TX | 05/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-17 |
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