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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 |
|---|---|---|---|---|
| Nationstar | Coppell | TX | 07/2017 | 12/2022 |
| Beyond Finance | Houston | TX | 07/2023 | 10/2023 |
| Homeward | Addison | TX | 03/2016 | 07/2017 |
| Unemployed | Dallas | TX | 01/2023 | 02/2023 |
| Fidelity Investments | Westlake | TX | 12/2023 | Present |
| Unemployed | Dallas | TX | 03/2023 | 07/2023 |
| Pennymac | Westlake Village | CA | 10/2023 | 12/2023 |
| Amerisave | Atlanta | GA | 02/2023 | 03/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
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