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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis Global Asset Management | Boston | MA | 04/2015 | 08/2017 |
| Edward Jones | St Louis | MO | 08/2017 | 10/2017 |
| Aig Capital Services, Inc. | Houston | TX | 11/2017 | 06/2018 |
| American General Life Insurance | Houston | TX | 11/2017 | 06/2018 |
| Crossmark Global Investments, Inc. | Houston | TX | 07/2017 | 12/2020 |
| Crossmark Distributors, Inc. | Houston | TX | 07/2017 | 12/2020 |
| Unemployed | Katy | TX | 01/2021 | 09/2021 |
| Fidelity Investments | Salt Lake City | UT | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-14 |
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