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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellaire Highschool | Bellaire | TX | 06/2016 | 07/2020 |
| Westbury Soccer Club | Houston | TX | 10/2015 | 12/2023 |
| Bleakley Financial Group | Houston | TX | 01/2024 | 05/2024 |
| University Of Houston | Houston | TX | 08/2020 | 05/2024 |
| Equitable Advisors, Llc | New York | NY | 06/2024 | 11/2025 |
| Evelyn Rubenstein Jewish Community Center | Houston | TX | 12/2018 | 01/2026 |
| Fidelity Investments | Friendswood | TX | 01/2026 | Present |
OBA-126887|OrgNmn:Evelyn Rubenstein Jewish Community Center|Org Addr:Housotn,Texas,US|OBA Nature:Non-profit organization that h|Invst Rel:N|Title:Employee|Duties:Help answer membership questions and coach tennis|StrtDt:12-01-19|TotHrs/mon:64|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-18 |
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