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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-22 |
Branch Locations
15600 Southwest Freeway, Sugar Land, TX 77478-3881 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H-E-B | Harlingen | TX | 06/2018 | 02/2023 |
| University Of Houton | Houston | TX | 01/2022 | 05/2023 |
| Exact Sciences | Madison | WI | 06/2022 | 08/2022 |
| Love'S Travel Stops | Edinburg | TX | 05/2021 | 07/2021 |
| Harlingen High School South | Harlingen | TX | 08/2016 | 05/2019 |
| University Of Houston | Houston | TX | 08/2019 | 05/2023 |
| Fidelity Investments | Sugar Land | TX | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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