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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
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
Denton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Denton | TX | 03/2022 | 04/2023 |
| Boys And Girls Clubs Of Tarrant County | Fort Worth | TX | 08/2021 | 03/2022 |
| City Of Dallas | Dallas | TX | 01/2021 | 08/2021 |
| City Of Denton | Denton | TX | 03/2017 | 12/2020 |
| Boys And Girls Clubs Of Cooke County | Gainesville | TX | 05/2006 | 03/2017 |
| Fidelity Investments | Plano | TX | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-19 |
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