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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
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 06/2018 |
| Managed Labor Solution | Houston | TX | 02/2016 | 03/2017 |
| Enterprise Car Rental | Houston | TX | 09/2017 | 05/2018 |
| Integrity, Quality Quantity Control Llc | Houston | TX | 02/2017 | 08/2017 |
| Unemployed | Houston | TX | 07/2018 | 09/2018 |
| Morgan Stanley | Sugarland | TX | 10/2018 | 02/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 02/2020 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 12/2020 | 10/2021 |
| J.P. Morgan Securities Llc | Houston | TX | 12/2020 | 10/2021 |
| Unemployed | Houston | TX | 03/2020 | 11/2020 |
| Fidelity Investments | Salt Lake City | UT | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-14 |
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