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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
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 08/2023 | Present |
| Unemployed | Fort Worth | TX | 02/2023 | 08/2023 |
| Guaranteed Rate | Chicago | IL | 11/2020 | 02/2023 |
| Unemployed | Arlington | TX | 02/2020 | 11/2020 |
| Goldman Sachs | Dallas | TX | 06/2018 | 02/2020 |
| California State University - Northridge | Northridge | CA | 08/2016 | 05/2018 |
| Goldman Sachs | Salt Lake City | UT | 05/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-101903|OrgNmn:Uber|Org Addr:San Franci,California,US|OBA Nature:Ride Share|Invst Rel:N|Title:Independent Contractor|Duties:Delivery and drive |StrtDt:01-15-20|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-28 |
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