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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dunkin Donuts | Haltom City | TX | 05/2019 | 09/2019 |
| Uptown Cheapskate | Colleyville | TX | 09/2019 | 10/2021 |
| Lost Cajun | Keller | TX | 08/2020 | 11/2020 |
| Fedex | Fort Worth | TX | 10/2021 | 02/2023 |
| Builders Surplus | Haltom City | TX | 07/2021 | 10/2021 |
| Home Depot | Fort Worth | TX | 01/2022 | 02/2022 |
| Fidelity Investments | Westlake | TX | 04/2023 | Present |
| Central High School | Fort Worth | TX | 08/2017 | 05/2021 |
| Tarrant County College | Hurst | TX | 08/2021 | Present |
| Unemployed | Keller | TX | 01/2013 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-25 |
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