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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 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 |
|---|---|---|---|---|
| Bank Of America - Merrill Lynch, Perce,Fenner &Smith Inc | Fort Worth | TX | 02/2017 | 11/2017 |
| Fs Residential | Dallas | TX | 08/2016 | 02/2017 |
| New York Life Insurance Co. | Fort Worth | TX | 02/2018 | 01/2020 |
| Nylife Securities, Llc | Fort Worth | TX | 04/2018 | 01/2020 |
| Legacy Tax | Dallas | TX | 11/2017 | 03/2018 |
| First Service Residential /Preferred P | Dallas | TX | 12/2018 | 01/2020 |
| Usaa Financial Advisors Inc | Addison | TX | 02/2020 | 05/2020 |
| Strategic Staffing Solutions | Addison | TX | 02/2020 | 06/2021 |
| Education / Stackskills Training | Venis | CA | 07/2020 | 09/2020 |
| Cornerstone Staffing Contracting For Avantax | Dallas | TX | 10/2020 | 12/2020 |
| Fidelity Investments | Merrimack | NH | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-16 |
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