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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2023 | Present |
| Whole Foods Market | Highland Village | TX | 08/2020 | 09/2023 |
| Fidelity Investments | Westlake | TX | 06/2022 | 08/2022 |
| Squire Work | Fort Worth | TX | 01/2022 | 06/2022 |
| Bulletproof 360 | Fort Worth | TX | 06/2021 | 08/2021 |
| Amazon | Coppell | TX | 07/2020 | 08/2020 |
| Nothing Bundt Cakes | Flower Mound | TX | 04/2018 | 08/2018 |
| Texas Christian University | Fort Worth | TX | 08/2020 | 05/2023 |
| Blinn College | Bryan | TX | 01/2020 | 08/2020 |
| Wofford College | Spartanburg | TX | 09/2019 | 12/2019 |
| Marcus High School | Flower Mound | TX | 07/2015 | 09/2019 |
OBA-102731|OrgNmn:Whole Foods Market|Org Addr:Highland V,Texas,US|OBA Nature:Supermarket chain|Invst Rel:N|Title:Employee|Duties:Part-time Cashier|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-24 |
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