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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 07/2023 | 11/2024 |
| Dell Technologies | Round Rock | TX | 10/2021 | 09/2022 |
| Senture | Mcallen | TX | 05/2019 | 11/2020 |
| Walmart | Edinburg | TX | 04/2020 | 04/2021 |
| Utrgv | Edinburg | TX | 06/2015 | 12/2020 |
| Ramco Electric | Mission | TX | 01/2022 | 07/2023 |
| Unemployed | Mission | TX | 04/2021 | 10/2021 |
| Fidelity Investments | Austin | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-01 |
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