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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
Fort Worth, TX • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dietz And Watson | Dallas | TX | 05/2017 | 04/2020 |
| University Of Texas At Dallas | Richardson | TX | 08/2018 | 12/2019 |
| Doordash | Dallas | TX | 05/2020 | 12/2022 |
| Uptrade Technologies | Allen | TX | 05/2021 | 12/2021 |
| Tract Learning | Plano | TX | 07/2021 | 03/2022 |
| Fidelity Investments | Westlake | TX | 08/2022 | Present |
| Full Time Student | Garland | TX | 05/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-08 |
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