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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 |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2022 | Present |
| First Watch | Coppell | TX | 04/2022 | 08/2022 |
| Lifetime Fitness | Flower Mound | TX | 05/2017 | 04/2018 |
| Homegoods | Flower Mound | TX | 07/2019 | 12/2019 |
| Ups | Grapevine | TX | 12/2021 | 02/2022 |
| Unemployed- High School | Flower Mound | TX | 04/2018 | 08/2018 |
| Lifetime | Flower Mound | TX | 09/2018 | 11/2018 |
| Student | Flower Mound | TX | 12/2015 | 04/2017 |
| Home Depot | Flower Mound | TX | 01/2019 | 06/2019 |
| Lowes | Flower Mound | TX | 05/2020 | 02/2021 |
| Full Time Student | Flower Mound | TX | 01/2020 | 05/2020 |
| Full Time Student | Flower Mound | TX | 03/2021 | 11/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-08 |
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