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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 |
|---|---|---|---|---|
| Waddell & Reed Inc | Austin | TX | 02/2017 | 11/2017 |
| Golds Gym | Austin | TX | 08/2012 | 09/2019 |
| New York Life Insurance Co. | Austin | TX | 02/2018 | 08/2019 |
| Nylife Securities Llc | Austin | TX | 04/2018 | 08/2019 |
| Charles Schwab & Co., Inc. | Austin | TX | 09/2019 | 12/2023 |
| Fidelity Investments | San Francisco | CA | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-05 |
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