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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 |
|---|---|---|---|---|
| Blue Bell Creameries L.P | Fort Worth | TX | 01/2020 | 06/2023 |
| Next Level Coaching Academy | Austin | TX | 09/2022 | 10/2022 |
| Csc Nutrition (Self Employed) | Fort Worth | TX | 04/2022 | 02/2023 |
| Garage Team Fitness | Fort Worth | TX | 05/2019 | 01/2020 |
| G&T Corporate Cleaning Services | Keller | TX | 04/2018 | 03/2019 |
| Greenhaven Services | Dallas | TX | 03/2018 | 04/2019 |
| Lawn Care & Landscaping (Self Employed) | Haslet | TX | 05/2014 | 04/2019 |
| United Postal Services | Keller | TX | 11/2015 | 06/2017 |
| Fidelity Investments | Westlake | TX | 06/2023 | Present |
| Northeast & Northwest Tarrant County College | Hurst & Fort Worth | TX | 06/2016 | 12/2018 |
| 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 | 2024-02-07 |
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