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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 |
|---|---|---|---|---|
| Veritude | Westlake | TX | 10/2018 | 10/2019 |
| Td Ameritrade | St. Louis | MO | 11/2017 | 05/2018 |
| Power Home Remodel | Irving | TX | 06/2016 | 08/2017 |
| Unemployed | Coppell | TX | 09/2017 | 10/2017 |
| Unemployed | Coppell | TX | 05/2018 | 09/2018 |
| Fidelity Investments | Westlake | TX | 11/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-26 |
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