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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
One Destiny Way, Westlake, TX 76262-8103 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atria Senior Living | Plano | TX | 10/2021 | 05/2023 |
| Anthology Senior Living | Plano | TX | 06/2021 | 09/2021 |
| Main Event Entertainment | Plano | TX | 03/2021 | 09/2021 |
| Holiday Retirement | Allen | TX | 06/2018 | 05/2021 |
| Fidelity Investments | Westlake | TX | 07/2023 | Present |
| United Way Of Metropolitan Dallas | Dallas | TX | 06/2022 | 05/2023 |
| University Of Texas At Dallas | Richardson | TX | 08/2020 | 05/2023 |
| Unemployed | Allen | TX | 08/2013 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-20 |
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