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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Richardson, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 09/2022 | 03/2025 |
| Unemployed | Dallas | TX | 04/2021 | 05/2021 |
| Comerica Bank | Dallas | TX | 05/2019 | 03/2021 |
| J.P. Morgan Securities Llc | Dallas | TX | 10/2022 | 08/2024 |
| Fidelity Investments | Westlake | TX | 03/2025 | Present |
| Leather Factory L P | Fort Worth | TX | 03/2017 | 06/2017 |
| Pnc Bank | Dallas | TX | 06/2021 | 08/2022 |
| Pottery Barn | Fort Worth | TX | 04/2014 | 10/2019 |
| 7-Eleven, Inc. | Irving | TX | 04/2018 | 12/2018 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 10/2022 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-20 |
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