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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 |
|---|---|---|---|---|
| Book Club Cafe | Rockwall | TX | 05/2016 | 09/2016 |
| Kanakuk Institute | Branson | MO | 09/2016 | 04/2017 |
| Axa Advisors, Llc | Dallas | TX | 07/2017 | 03/2018 |
| J.P. Morgan Securites Llc | Plano | TX | 04/2018 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 04/2018 | 08/2019 |
| Unemployed | Rockwall | TX | 05/2017 | 06/2017 |
| Fidelity Brokerage Services Llc | Westlake | TX | 08/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-06 |
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