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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-14 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
North Richland Hills, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 07/2023 | Present |
| Rover | Haslet | TX | 08/2022 | 07/2023 |
| Tip Top Bake Shoppe | Haslet | TX | 08/2022 | 07/2023 |
| Northwest Independent School District | Haslet | TX | 08/2019 | 08/2022 |
| Hurst-Euless-Bedford Independent School District | Euless | TX | 08/2018 | 08/2019 |
| Keller Independent School District | Keller | TX | 08/2017 | 05/2018 |
| Legacy Er And Urgent Care | North Richland Hills | TX | 03/2017 | 07/2018 |
| Stir Crazy Baked Goods | Fort Worth | TX | 10/2016 | 03/2017 |
| Avalon Memory Care | Dallas | TX | 10/2015 | 10/2016 |
| Quik Trip | Fort Worth | TX | 06/2019 | 07/2019 |
| Notarize | Haslet | TX | 08/2022 | 07/2023 |
OBA-101093|OrgNmn:Tip Top Bake Shoppe|Org Addr:Hurst,Texas,US|OBA Nature:Bakery|Invst Rel:N|Title:Baker|Duties:A few hours of baking for customers a month.|StrtDt:07-25-23|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-12 |
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