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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-22 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwest Materials Handling Company | Dallas | TX | 06/2023 | 10/2023 |
| Army National Guard | Waxahachie | TX | 01/2020 | Present |
| Hill Place Apartments | Fayetteville | AR | 07/2022 | 05/2023 |
| University Of Arkansas | Fayetteville | AR | 08/2019 | 05/2023 |
| Pine Cove Christian Camps | Tyler | TX | 05/2020 | 01/2021 |
| Prosper High School | Prosper | TX | 08/2015 | 05/2019 |
| Fidelity Investments | Westlake | TX | 11/2023 | Present |
| Texas National Guard | Waxahachie | TX | 05/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-29 |
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