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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-28 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Justin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freebirds World Bur | College Station | TX | 05/2022 | 05/2024 |
| Unemployed | Richmond | TX | 05/2021 | 06/2021 |
| Unemployed | Richmond | TX | 03/2018 | 06/2019 |
| Unemployed | San Marcos | TX | 08/2020 | 05/2021 |
| Ashcroft Imports (Mid'N'MOd) | Sugar Land | TX | 06/2021 | 01/2022 |
| Unemployed | College Station | TX | 01/2022 | 05/2022 |
| Fidelity Investments | Westlake | TX | 06/2024 | Present |
| Unemployed | Richmond | TX | 01/2020 | 08/2020 |
| Unemployed | College Station | TX | 05/2024 | 06/2024 |
| Unemployed | Sugar Land | TX | 06/2014 | 03/2018 |
| The Swinging Door Bbq | Richmond | TX | 06/2019 | 01/2020 |
| Northwestern Mutual | College Station | TX | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-20 |
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