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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
1 disclosure category 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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 01/2023 | Present |
| Mellow Mushroom - Denton | Denton | TX | 10/2022 | 01/2023 |
| Bone Daddy's | Denton | TX | 10/2021 | 10/2022 |
| Amazon Fulfillment | Grapevine | TX | 08/2020 | 01/2021 |
| Telvista Inc | Dallas | TX | 07/2020 | 08/2020 |
| Pvh Corp | Grapevine | TX | 10/2016 | 10/2016 |
| Red Robin Gourmet Burgers | Morgan Hill | CA | 09/2019 | 11/2019 |
| Trueblue Inc | Fort Worth | TX | 08/2020 | 08/2020 |
| Farina's Winery And Cafe | Grapevine | TX | 01/2020 | 07/2020 |
| Rushmore Loan Management Services | Irving | TX | 01/2021 | 08/2021 |
| Blue Knuckle | Morgan Hill | CA | 05/2019 | 11/2019 |
| Jackson-Hewitt | Fort Worth | TX | 11/2019 | 01/2020 |
| Middle School And High School | Fort Worth | TX | 10/2012 | 10/2016 |
| Unemployment | Fort Worth | TX | 11/2016 | 09/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-08 |
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