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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Westlake | TX | 12/2017 | 01/2021 |
| Accenture Federal Services | San Antonio | TX | 09/2016 | 10/2017 |
| Costco Wholesale | San Antonio | TX | 04/2016 | 10/2016 |
| Fidelity Investments | Westlake | TX | 01/2021 | 06/2021 |
| Merrill Lynch & Bank Of America | Gastonia | NC | 12/2024 | 09/2025 |
| Fidelity Investments | Westlake | TX | 03/2022 | 04/2024 |
| Money Made Easy Financial Coaching Llc | Westlake | TX | 04/2024 | 01/2025 |
| Zobel Williams Consulting | Gastonia | NC | 09/2025 | 01/2026 |
| Accenture Federal | San Antonio | TX | 09/2016 | 11/2017 |
| Unemployed | Unemployed | TX | 10/2017 | 12/2017 |
| Lawn Barberz | San Antonio | TX | 01/2017 | 01/2018 |
| Fidelity Investments | Westlake | TX | 06/2021 | 03/2022 |
| Fidelity Investments | Raleigh | NC | 02/2026 | Present |
OBA-131729|OrgNmn:Origins Standard |Org Addr:Charlotte,North Caro,US|OBA Nature:Aggregating healthier choices |Invst Rel:N|Title:Sole Proprietor|Duties:Everything. Currently building the site then will just be promoting it and trying to get users and find / add more products |StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-29 |
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