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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 |
|---|---|---|---|---|
| Dunkin' | Murphy | TX | 07/2020 | 09/2021 |
| Salad And Go | Richardson | TX | 09/2021 | 04/2022 |
| Rpm Living | Dallas | TX | 04/2021 | 11/2022 |
| Fidelity Investments | Westlake | TX | 12/2022 | Present |
| Full-Time Education | Wylie | TX | 01/2012 | 07/2020 |
| Facebook Marketplace | Sachse | TX | 01/2017 | 12/2022 |
| Uber Eats | Sachse | TX | 09/2022 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-04 |
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