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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • United States
Justin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 08/2017 | Present |
| Bevcap Management Llc | Mckinney | TX | 01/2017 | 05/2017 |
| Painting With A Twist | Lewisville | TX | 09/2016 | 08/2017 |
| Greater Denton Arts Council | Denton | TX | 08/2016 | 10/2016 |
| University Of North Texas | Denton | TX | 02/2017 | 05/2017 |
| University Of North Texas | Denton | TX | 08/2013 | 05/2017 |
| Abiding Grace Lutheran Church | Southlake | TX | 08/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-04 |
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