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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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 10/2022 | Present |
| Lone Star Realty Group | Plano | TX | 11/2021 | 09/2022 |
| Goosehead Insurance | Westlake | TX | 06/2020 | 10/2021 |
| Pizza Hut | Wylie | TX | 04/2020 | 04/2020 |
| Cantina Laredo | Lubbock | TX | 01/2020 | 03/2020 |
| Shipt | Birmingham | AL | 10/2019 | 03/2021 |
| Wing Daddy's | Lubbock | TX | 10/2019 | 10/2019 |
| Style Encore | Lubbock | TX | 09/2019 | 10/2019 |
| Plato's Closet | Lubbock | TX | 08/2019 | 09/2019 |
| Four Seasons | Irving | TX | 05/2019 | 08/2019 |
| Arbor Hotel | Lubbock | TX | 02/2019 | 05/2019 |
| Full Time Education | Wylie | TX | 08/2012 | 05/2017 |
| Full Time Education | Plano | TX | 05/2017 | 08/2018 |
| Full Time Education | Lubbock | TX | 08/2018 | 05/2020 |
| Starbucks Coffee Company | Lubbock | TX | 06/2017 | 12/2018 |
| La Quinta Inn & Suites | Wylie | TX | 11/2017 | 05/2018 |
| Texas Tech University | Lubbock | TX | 01/2020 | 03/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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