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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minor / Education | Highland | MI | 04/2003 | 04/2019 |
| Pet Supplies Plus | Milford | MI | 04/2019 | 10/2019 |
| Education | Highland | MI | 10/2019 | 07/2022 |
| Bmw Kar Wash Llc | Southfield | MI | 07/2022 | 10/2022 |
| Education | Highland | MI | 10/2022 | 11/2022 |
| Cvs Pharmacy | Highland | MI | 11/2022 | 01/2023 |
| Education | Highland | MI | 01/2023 | 05/2023 |
| Edward Jones | Milford | MI | 05/2023 | 11/2023 |
| Education | Ann Arbor | MI | 11/2023 | 06/2024 |
| Charles Schwab | Troy | MI | 06/2024 | 08/2024 |
| Darden Wealth Group | Ann Arbor | MI | 08/2024 | 01/2025 |
| Education | Ann Arbor | MI | 01/2025 | 05/2025 |
| Fidelity Investments | Westlake | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-08 |
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