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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 |
|---|---|---|---|---|
| Doordash | Seneca | SC | 05/2020 | 11/2023 |
| Cy-Fair High School | Cypress | TX | 08/2015 | 05/2019 |
| Fidelity Investments | Houston | TX | 05/2024 | Present |
| Chick-Fil-A | Seneca | SC | 05/2021 | 09/2022 |
| Not Employed | Houston | TX | 04/2024 | 05/2024 |
| Ftr Technology | Seneca | SC | 08/2023 | 08/2023 |
| Clemson University | Clemson | SC | 08/2019 | 12/2022 |
| Equitable Advisors, Llc | Houston | TX | 11/2023 | 03/2024 |
| Not Employed | Cypress | TX | 06/2019 | 07/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-28 |
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