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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
2933 West 7Th St., Fort Worth, TX 76107-2221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wichita State University | Wichita | KS | 08/2019 | 05/2020 |
| Baylor University | Waco | TX | 08/2020 | 05/2023 |
| 3M Company | St. Paul | MN | 04/2022 | 08/2022 |
| Younglife | Fraser | CO | 06/2021 | 06/2021 |
| Nissan Of New Braunfels | New Braunfels | TX | 05/2020 | 08/2020 |
| The Home Depot | New Braunfels | TX | 02/2019 | 08/2019 |
| Bill Miller Bbq | New Braunfels | TX | 03/2018 | 08/2018 |
| New Braunfels Farmers Market | New Braunfels | TX | 09/2017 | 02/2018 |
| Mcdonald's | Fox River Grove | IL | 03/2017 | 07/2017 |
| Cary-Grove High School | Cary | IL | 08/2015 | 06/2017 |
| Canyon High School | New Braunfels | TX | 08/2017 | 06/2019 |
| Fidelity Brokerage Services Llc | Westlake | TX | 07/2023 | Present |
| New Braunfels Smoke House | New Braunfels | TX | 12/2019 | 01/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-20 |
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