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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
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Ft Worth | TX | 11/2016 | 03/2020 |
| Chili's | Flower Mound | TX | 05/2012 | 05/2017 |
| Houston Jackson Group | Plano | TX | 07/2016 | 09/2016 |
| Fidelity Brokerage Services | Westlake | TX | 04/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-12 |
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