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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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/2017 | 01/2019 |
| Bofi | San Diego | CA | 02/2017 | 10/2017 |
| Unemployed | San Diego | CA | 12/2016 | 02/2017 |
| Baylor University | Waco | TX | 08/2012 | 12/2016 |
| Baylor University | Waco | TX | 08/2015 | 12/2016 |
| Bank Of America, N.A. | Dallas | TX | 03/2018 | 01/2019 |
| Usaa Financial Advisors Inc | Addison | TX | 01/2019 | 08/2019 |
| Usaa Investment Management Company | Addison | TX | 01/2019 | 08/2019 |
| Randstad | Addison | TX | 01/2019 | 08/2019 |
| Fidelity Brokerages Services Llc | Westlake | TX | 09/2019 | 10/2021 |
| Self Employed - Inti Lawn Solutions | San Diego | CA | 01/2022 | 03/2023 |
| Fidelity Investments | Westlake | TX | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-97216|OrgNmn:Inti Lawn Solutions LLC|Org Addr:San Diego,California,US|OBA Nature:Landscape Company|Invst Rel:N|Title:Sole Proprietor|Duties:sole member LLC, no employees, self employed |StrtDt:01-01-22|TotHrs/mon:80|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-21 |
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