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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simmons Bank | Grapevine | TX | 10/2022 | 08/2023 |
| 10 Fitness | Little Rock | AR | 06/2022 | 09/2022 |
| Orangetheory Fitness | North Little Rock | AR | 02/2022 | 06/2022 |
| Arvest | Little Rock | AR | 12/2021 | 02/2022 |
| 10 Fitness | Conway | AR | 12/2020 | 12/2021 |
| Target | Conway | AR | 10/2020 | 12/2020 |
| Orangetheory Fitness | Little Rock | AR | 08/2019 | 10/2020 |
| Kroger | Bryant | AR | 03/2019 | 08/2019 |
| Lowes | Bryant | AR | 02/2018 | 08/2018 |
| Chick Fil A | Bryant | AR | 06/2016 | 10/2017 |
| Fidelity Investments | Westlake | TX | 08/2023 | Present |
| Bryant High School | Bryant | AR | 10/2017 | 02/2018 |
| Arkansas Tech University | Russellville | AR | 08/2018 | 03/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-30 |
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