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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
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell's Remodeling | North Richland Hills | TX | 07/2021 | 09/2022 |
| Homemaker/Unemployed | Alvord | TX | 09/2020 | 07/2021 |
| Amadeus | North Richland Hills | TX | 09/2017 | 09/2020 |
| All American Fleet Repair | North Richland Hills | TX | 07/2016 | 08/2017 |
| Fidelity Investments | Westlake | TX | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-92834|OrgNmn:Door Dash|Org Addr:Alvord ,Texas,US|OBA Nature:Delivering food/goods |Invst Rel:N|Title:Sole Proprietor|Duties:I deliver orders occasionally during the nights and weekends.|StrtDt:12-13-21|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-31 |
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