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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
One Destiny Way, Westlake, TX 76262-8103 • United States
Irving, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 08/2017 | 05/2018 |
| Word On Fire | Park Ridge | IL | 02/2012 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 05/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2018 | 03/2023 |
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-30 |
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