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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-15 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Houston | TX | 06/2023 | Present |
| Labcorp | Houston | TX | 02/2023 | 05/2023 |
| State Farm | Houston | TX | 08/2022 | 01/2023 |
| Fidelity Investments | Katy | TX | 06/2022 | 08/2022 |
| The Woodlands Behavioral Health And Wellness Center | The Woodlands | TX | 05/2021 | 05/2022 |
| Bamsa Global | Houston | TX | 05/2019 | 02/2021 |
| College Nannies And Tutors | Spring | TX | 03/2018 | 05/2019 |
| Aqua Tots Swim School | Shenandoah | TX | 04/2014 | 03/2018 |
| Houston Community College | Houston | TX | 08/2016 | 12/2017 |
| Lone Star Community College | Conroe | TX | 01/2018 | 06/2019 |
| University Of Houston | Houston | TX | 08/2019 | 05/2023 |
OBA-99857|OrgNmn:Uber Eats |Org Addr:San Fransi,California,US|OBA Nature:Food Delivery |Invst Rel:N|Title:Employee|Duties:Delivering food to different customers |StrtDt:01-01-21|TotHrs/mon:25|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-14 |
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