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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dewey Destin's Harborside Restaurant | Destin | FL | 08/2016 | 12/2016 |
| Wells Fargo Advisors | St. Louis | MO | 01/2017 | 03/2017 |
| Scottrade, Inc. | St. Louis | MO | 03/2017 | 02/2018 |
| Td Ameritrade | Southlake | TX | 02/2018 | 07/2020 |
| Fidelity Investments | Westlake | TX | 07/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-02 |
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