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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2024 | Present |
| Collin College | Frisco | TX | 08/2021 | 12/2023 |
| Amazon.COm Services Llc | Frisco | TX | 11/2021 | 03/2022 |
| Self Employed | Frisco | TX | 06/2021 | 05/2024 |
| Texas State University | San Marcos | TX | 08/2020 | 08/2021 |
| The University Of Texas At Dallas | Richardson | TX | 08/2022 | 08/2024 |
| Fidelity Investment Llc | Westlake | TX | 06/2024 | 08/2024 |
| Northwestern Mutual | Dallas | TX | 05/2023 | 07/2023 |
| Market Street | Frisco | TX | 11/2017 | 03/2021 |
| Frisco High School | Frisco | TX | 09/2016 | 05/2020 |
| Tidalwave Auto Spa | North Richland Hills | TX | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-19 |
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