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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_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2017 | 12/2024 |
| Stephen F. Austin State University | Nacogdoches | TX | 05/2015 | 05/2017 |
| Stephen F. Austin State University | Nacogdoches | TX | 05/2015 | 05/2017 |
| Tgf Hair Salon | Missouri City | TX | 06/2017 | 08/2017 |
| Stephen F. Austin State University | Nacogdoches | TX | 01/2014 | 05/2017 |
| Rettago Travel Agency | Laveen | AZ | 02/2022 | 08/2024 |
| Instacart | Laveen | AZ | 06/2022 | 12/2024 |
| Sephora | Scottsdale | AZ | 11/2022 | 02/2023 |
| Beauty By Mikayla | Laveen | AZ | 11/2022 | 12/2024 |
| Ulta | Avondale | AZ | 10/2023 | 01/2024 |
| Fidelity Investments | Phoenix | AZ | 12/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-115521|OrgNmn:Beauty by Mi-Kayla |Org Addr:Laveen,Arizona,US|OBA Nature:hairstyling|Invst Rel:N|Title:Employee|Duties:hairstyling, cutting, and coloring services |StrtDt:09-24-09|TotHrs/mon:5|TrdHrs/mon:0|OBA-115522|OrgNmn:Instacart |Org Addr:laveen,Arizona,US|OBA Nature:grocery delivery |Invst Rel:N|Title:driver|Duties:driver|StrtDt:01-02-23|TotHrs/mon:20|TrdHrs/mon:0|OBA-118444|OrgNmn:Mama Lemon's Roots & Remedies |Org Addr:Laveen,Arizona,US|OBA Nature:Apothecary & Botanica that spe|Invst Rel:N|Title:Sole Proprietor|Duties:create herbal products for clients |StrtDt:04-14-25|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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