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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
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 01/2023 | Present |
| Heb | Frisco | TX | 08/2022 | 12/2022 |
| Legends Hospitality | Frisco | TX | 06/2021 | 01/2023 |
| Place To Be Properties | Denton | TX | 06/2022 | 08/2022 |
| Jetspeed Studios | Dallas | TX | 02/2020 | 02/2022 |
| Place To Be Properties | Denton | TX | 05/2021 | 08/2021 |
| Place To Be Properties | Denton | TX | 06/2020 | 08/2020 |
| Frisco Soccer Association | Frisco | TX | 07/2016 | 02/2017 |
| Frisco Paintball | Frisco | TX | 04/2017 | 12/2019 |
| Doordash | Frisco | TX | 03/2019 | 05/2022 |
| First Baptist Church Frisco | Frisco | TX | 06/2017 | 06/2017 |
| First Baptist Church Frisco | Frisco | TX | 06/2018 | 06/2018 |
| University Of Texas At Dallas | Richardson | TX | 08/2019 | 12/2022 |
| Full Time Student | Frisco | TX | 01/2013 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-10 |
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