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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Texas | Austin | TX | 08/2019 | 05/2023 |
| Unemployed | Houston | TX | 05/2019 | 08/2019 |
| Unemployed | Austin | TX | 05/2023 | 09/2023 |
| Equitable Advisors | Austin | TX | 09/2023 | 05/2025 |
| Lutheran South | Houston | TX | 08/2015 | 05/2019 |
| Fidelity Investments | Westlake | TX | 01/2026 | Present |
| Unemployed | Dallas | TX | 05/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-20 |
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