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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • United States
Grapevine, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Christian | Argyle | TX | 08/2017 | 05/2021 |
| Bearfoot Lifeguard | Lantana | TX | 05/2019 | 05/2021 |
| Texas Wesleyan | Fort Worth | TX | 01/2022 | 05/2025 |
| Fidelity Investments | Westlake | TX | 06/2025 | Present |
| Enterprise Mobility | Fort Worth | TX | 05/2024 | 06/2025 |
| Unemployed | Unemployed | TX | 06/2015 | 05/2019 |
| Unemployed | Argyle | TX | 05/2021 | 05/2022 |
| The Tutoring Center | Bartonville | TX | 05/2022 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-11 |
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