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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 |
|---|---|---|---|---|
| Ea Wealth Management | Fortworth | TX | 09/2017 | 01/2018 |
| Fsdh Merchant Bank | Lagos | 04/2013 | 05/2017 | |
| Thrivent Financial | Appleton | WI | 01/2018 | 06/2018 |
| Edward Jones | St.LOuis | MO | 08/2018 | 12/2020 |
| Fidelity Investments | Westlake, Texas | TX | 12/2020 | Present |
| Relocated | Fort Worth | TX | 05/2017 | 09/2017 |
| Harvard Business School Online | Boston | MA | 06/2020 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132745|OrgNmn:Basis Benbrook Boosters|Org Addr:Benbrook,Texas,US|OBA Nature:School PTO|Invst Rel:N|Title:Secretary|Duties:Basis Boosters (PTO) secretary|StrtDt:08-11-26|TotHrs/mon:5|TrdHrs/mon:0|OBA-113217|OrgNmn:Home Owners Association|Org Addr:Edgecliff ,Texas,US|OBA Nature:Community Home Owners Associat|Invst Rel:N|Title:HOA President|Duties:meet with the HOA company every quarter to review HOA budget and sanctions, also stand as one of 3 homeowner representatives with the HOA mana|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-17470|OrgNmn:Amazon|Org Addr:Fort Worth,Texas,US|OBA Nature:online sales platform and deli|Invst Rel:N|Title:Amazon delivery driver|Duties:Independent delivery driver. Helps with delivery every other weekend|StrtDt:01-02-18|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-02 |
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