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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 02/2023 | Present |
| Lululemon | Fort Worth | TX | 04/2022 | 01/2023 |
| Target | Hurst | TX | 11/2020 | 10/2022 |
| Dillard'S | Hurst | TX | 07/2020 | 11/2020 |
| Nordstrom | Seattle | WA | 06/2020 | 07/2020 |
| Nordstrom | Hurst | TX | 03/2019 | 05/2020 |
| Athome | North Richland Hills | TX | 11/2018 | 03/2019 |
| Cinepolis | Euless | TX | 01/2018 | 11/2018 |
| L.D. Bell High School | Hurst | TX | 08/2015 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-17 |
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