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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
8411 Preston Road Suite 130, Dallas, TX 75225-5521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackhouse Hospitality (Bluegold Restaurant) | Huntington Beach | CA | 06/2019 | 08/2021 |
| Fidelity Investments | Westlake | TX | 06/2022 | 08/2022 |
| Baylor University | Waco | TX | 08/2019 | 05/2023 |
| Unemployed | Los Alamitos | CA | 02/2001 | 06/2019 |
| Fidelity Investments | Westlake | TX | 07/2023 | Present |
| Sigma Chi - Eta Omega | Waco | TX | 12/2020 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-20 |
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