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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Haslet, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tesla | Fort Worth | TX | 04/2023 | 10/2023 |
| Roadrunner Liquor | Nocona | TX | 08/2022 | 04/2023 |
| Legacy Golf Club (Oasis Outsourcing) | Phoenix | AZ | 05/2021 | 08/2022 |
| Dj'S Super Mart (Data Cal Investments Llc) | Stephenville | TX | 09/2020 | 05/2021 |
| Golden Chick | Stephenville | TX | 10/2016 | 10/2017 |
| College Student At Tarleton State University | Stephenville | TX | 08/2018 | 08/2022 |
| Gunn Jr High / Arlington High School / Stephenville High School | Arlington / Stephenville | TX | 01/2013 | 10/2016 |
| Fidelity Investments | Westlake | TX | 11/2023 | Present |
| Unemployed | Stephenville | TX | 10/2017 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-03 |
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