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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
7628 W. Farmington Blvd Ste 110, Germantown, TN 38138-2827 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Germantown | TN | 04/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 07/2024 | 03/2026 |
| Baylor University | Waco | TX | 08/2020 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 06/2023 | 08/2023 |
| Pandora A/S | San Jose | CA | 06/2022 | 05/2023 |
| Pioneer High School | San Jose | CA | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
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