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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
11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Sugarland | TX | 06/2022 | Present |
| Dirt Bag | Houston | TX | 06/2021 | 04/2022 |
| Home Depot | Magnolia | TX | 03/2021 | 06/2021 |
| Tuesday Morning | Tomball | TX | 10/2018 | 10/2019 |
| Bakerripley | Houston | TX | 06/2021 | 08/2021 |
| Tomagwa Healthcare Ministries | Tomball | TX | 02/2020 | 03/2020 |
| Swoovy | Austin | TX | 10/2021 | 11/2021 |
| Kohl's | Tomball | TX | 11/2017 | 12/2017 |
| Tomball High School | Tomball | TX | 07/2014 | 06/2018 |
| Lone Star College- Tomball | Tomball | TX | 07/2018 | 05/2020 |
| University Of Houston | Tomball | TX | 06/2020 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-17 |
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