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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-29 |
| TX | RA | APPROVED | 2024-10-28 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caylor Creek Boutique | Granbury | TX | 03/2018 | 08/2018 |
| Chili's Grill And Bar | Arlington | TX | 08/2019 | 12/2019 |
| Conversion Calls | Plantation | CO | 04/2020 | 07/2020 |
| Del Norte Tacos | Godley | TX | 11/2020 | 01/2021 |
| Kohl's Department Store | Fort Worth | TX | 11/2020 | 01/2021 |
| Godley Isd | Godley | TX | 03/2021 | 05/2021 |
| Stonewater Church | Granbury | TX | 03/2021 | 04/2021 |
| Fidelity Talent Source | Westlake | TX | 07/2021 | 11/2021 |
| Fidelity Investments | Westlake | TX | 11/2021 | 07/2023 |
| Hill College | Cleburne | TX | 08/2015 | 12/2018 |
| University Of Texas At Arlington | Arlington | TX | 01/2019 | 05/2021 |
| Godley High School | Godley | TX | 08/2013 | 05/2017 |
| Glo Sun Spa | Grand Prairie | TX | 07/2020 | 03/2022 |
| Morgan Stanley | San Antonio | TX | 09/2024 | Present |
| Fidelity Brokerage Llc | Westlake | TX | 07/2023 | 04/2024 |
| Fidelity Brokerage Llc | Westlake | TX | 04/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-15 |
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