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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-25 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Student | Norman | OK | 08/2021 | 05/2025 |
| Student | Keller | TX | 08/2010 | 05/2021 |
| Grand Hotel (Gatehouse) | Mackinac Island | MI | 05/2024 | 06/2024 |
| Fidelity Investments | Westlake | TX | 06/2025 | Present |
| Sooner Valet | Norman | OK | 02/2024 | 04/2025 |
| Tfp | Keller | TX | 06/2023 | 07/2024 |
| American Fidelity | Norman | OK | 07/2024 | 04/2025 |
| Whitewater Carwash | Keller | TX | 05/2021 | 01/2023 |
| The Local | Keller | TX | 05/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-11 |
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