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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-27 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concessions Workers Inc | Arlington | TX | 06/2021 | 08/2021 |
| Fidelity Investments | Southlake | TX | 06/2022 | 07/2022 |
| Concessions Works Inc | Arlington | TX | 06/2023 | 06/2023 |
| J.P Morgan Securities Llc | Plano | TX | 04/2024 | 11/2025 |
| Heartland Collegiate Summer League Llc | Edmond | OK | 08/2025 | 01/2026 |
| Concession Workers Inc. | Arlington | TX | 06/2021 | 07/2021 |
| Unemployed | Valley View | TX | 06/2023 | 08/2023 |
| Unemployed | Valley View | TX | 08/2022 | 05/2023 |
| Lemnis Capital | Dallas | TX | 09/2023 | 01/2024 |
| Fidelity Investments | Westlake | TX | 01/2026 | Present |
| Unemployed | Valley View | TX | 04/2014 | 05/2021 |
| Unemployed | Valley View | TX | 02/2024 | 04/2024 |
| Unemployed | Valley View | TX | 09/2021 | 05/2022 |
OBA-126812|OrgNmn:Heartland collegiate summer league LLC|Org Addr:Edmond,Oklahoma,US|OBA Nature:Summer league for collegiate a|Invst Rel:N|Title:partner|Duties:Handle the operations of the business. This LLC is Dormant. It is still active but no activity will go own. |StrtDt:08-18-25|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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