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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 |
|---|---|---|---|---|
| Helmerich And Payne Inc | Tulsa | OK | 10/2013 | 04/2020 |
| Unemployed | Murphy | TX | 04/2020 | 07/2021 |
| Caliber Home Loans | Coppell | TX | 07/2021 | 09/2022 |
| Unemployed | Murphy | TX | 09/2022 | 10/2022 |
| Mr. Cooper | Coppell | TX | 10/2022 | 02/2023 |
| National Debt Relief | New York | NY | 02/2023 | 06/2023 |
| Unemployed | Murphy | TX | 06/2023 | 08/2023 |
| Accelerate Tax | Flower Mound | TX | 08/2023 | 11/2023 |
| Unemployed | Murphy | TX | 11/2023 | 12/2023 |
| Charles Schwab | Westlake | TX | 12/2023 | 06/2024 |
| Fidelity Investments | Westlake | TX | 06/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-10 |
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