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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
Justin, 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 |
| Garland Independent Schol District | Garland | TX | 12/2022 | 01/2023 |
| Nationstar Mortgage Llc, Dba Mr. Cooper | Lewisville | TX | 10/2012 | 11/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-10 |
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