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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Scottsdale, AZ • United States
3240 East Camelback Road, Phoenix, AZ 85018-2335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Tech University | Lubbock | TX | 08/2013 | 05/2018 |
| Ilovekickboxing.COm | Houston | TX | 06/2018 | 12/2021 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 10/2018 | 02/2022 |
| Cetera Advisor Networks | El Segundo | CA | 10/2018 | 06/2020 |
| Fidelity Investments | Phoenix | AZ | 02/2022 | Present |
| Goldman Sachs Personal Financial Management | New Work | NY | 10/2019 | 02/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-05 |
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