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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 |
|---|---|---|---|---|
| Fidelity Investments | West Lake | TX | 02/2023 | Present |
| Kaseya Management Llc | Mclean | VA | 04/2022 | 12/2022 |
| Thomson Reuters (Tax & Accounting) | Carrollton | TX | 02/2019 | 04/2022 |
| Mark Of Excellence Pizza Company | Fort Worth | TX | 07/2018 | 02/2019 |
| Sonic Drive-In | Springtown | TX | 12/2016 | 01/2017 |
| Sonic Drive-In-Loop 288 | Denton | TX | 07/2018 | 07/2018 |
| Sonic Drive-In | Weatherford | TX | 01/2016 | 12/2016 |
| Buffalo West | White Settlement | TX | 05/2017 | 07/2017 |
| University Of North Texas | Denton | TX | 08/2017 | 05/2018 |
| Weatherford High School | Weatherford | TX | 01/2017 | 06/2017 |
| Poolville High School | Poolville | TX | 01/2013 | 01/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-96838|OrgNmn:DoorDash|Org Addr: San Franc,California,US|OBA Nature:DoorDash, Inc. is an American |Invst Rel:N|Title:Employee|Duties:Pickup and delivery of food from restaurant.|StrtDt:02-21-23|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-10 |
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