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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
Two Destiny Way, Westlake, TX 76262-8100 • United States
Ft Worth, TX • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Depot | Denton | TX | 02/2016 | 08/2018 |
| United States Army | Grand Prairie | TX | 05/2020 | 05/2025 |
| Nebraska Furniture Mart | The Colony | TX | 03/2019 | 08/2019 |
| Fry St Public House | Denton | TX | 02/2018 | 03/2020 |
| D&L Farm And Home | Sanger | TX | 10/2018 | 03/2019 |
| Vitaminshoppe | Flower Mound | TX | 08/2019 | 04/2020 |
| Fidelity Investments | Westlake | TX | 08/2020 | Present |
| University Of North Texas Mean Green Battalion | Denton | TX | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-30 |
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