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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States
Sunnyvale, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 01/2023 | 07/2023 |
| Discovery Senior Living | Keller | TX | 11/2020 | 12/2022 |
| Texas Christian University | Fort Worth | TX | 08/2020 | 12/2022 |
| University Of Arkansas | Fayyetteville | AR | 08/2019 | 05/2020 |
| Keller High School | Keller | TX | 08/2016 | 05/2019 |
| Fidelity Investments | Westlake | TX | 10/2023 | Present |
| Unemployed | Keller | TX | 08/2023 | 09/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-05 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-10 |
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