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Account
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17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-15 |
Branch Locations
17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
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 |
|---|---|---|---|---|
| Fedelity Investments | Westlake | TX | 06/2006 | 07/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2025 |
| Worth Asset Management | Dallas | TX | 10/2025 | Present |
| Fairway Legacy Advisors Llc | Dallas | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-03 |
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