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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Money Planning, Llc | Wichita Falls | TX | 01/2011 | 06/2019 |
| Lacefield Compliance Consulting | Arlington | TX | 06/2008 | 03/2018 |
| Fidelity Brokerage Services | Southlake | TX | 07/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127452|OrgNmn:exas Department of Licensing and Regulation: Combat S|Org Addr:Austin,Texas,US|OBA Nature:Licesning and regulation of co|Invst Rel:N|Title:Judge|Duties:Judge responsible for scoring the performances of the participants in a match|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-117055|OrgNmn:California Amateur Mixed Martial Arts Organization|Org Addr:Riverside,California,US|OBA Nature:Regulatory authority of amateu|Invst Rel:N|Title:Independent Contractor|Duties:Timekeeping/Judging Amateur MMA events|StrtDt:02-25-25|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2017-04-20 |
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