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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
Flower Mound, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 11/2022 | Present |
| Atrion Medical Products Inc | Arab | AL | 06/2021 | 08/2021 |
| Fleet Feet | Huntsville | AL | 05/2020 | 09/2022 |
| Ymca | Huntsville | AL | 05/2019 | 08/2019 |
| Chick-Fil-A | Huntsville | AL | 01/2018 | 06/2018 |
| Fiverr.cOm | Auburn | AL | 04/2020 | 08/2020 |
| Unemployed | Huntsville | AL | 09/2012 | 12/2017 |
| Unemployed | Huntsville | AL | 07/2018 | 04/2019 |
| Unemployed | Auburn | AL | 09/2019 | 03/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-10 |
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