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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
15600 Southwest Freeway, Sugar Land, TX 77478-3881 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 01/2024 | Present |
| Nordstrom | Dallas | TX | 11/2023 | 12/2023 |
| Integrity One Logistics, Llc | Buda | TX | 04/2023 | 07/2023 |
| Instacart/Favor/Spark Rideshare Delivery | San Marcos | TX | 12/2020 | 10/2023 |
| Heart Of Texas Pizza Lp | San Marcos | TX | 02/2020 | 12/2020 |
| Texas State University Travel Office | San Marcos | TX | 08/2018 | 01/2020 |
| Kroger | Cedar Hill | TX | 10/2017 | 08/2018 |
| Rudolph Foods | Dallas | TX | 06/2019 | 08/2019 |
| Six Flags Hurricane Harbor | Arlington | TX | 06/2017 | 08/2017 |
| Cedar Hill High School | Cedar Hill | TX | 01/2014 | 05/2018 |
OBA-121916|OrgNmn:R.A.C.K.S. Investment Group, LLC|Org Addr:Dallas,Texas,US|OBA Nature:Home Renovation & Remodeling|Invst Rel:Y|Title:Managing Member|Duties:I perform clerical duties for the LLC including recordkeeping, invoice processing, & handling internal & external communications related to th|StrtDt:07-09-24|TotHrs/mon:45|TrdHrs/mon:0|OBA-105976|OrgNmn:4TP Worldwide, LLC|Org Addr:Frisco,Texas,US|OBA Nature:E-commerce Clothing Business|Invst Rel:N|Title:Partner|Duties:Streetwear clothing brand distributing through online sales, and point of sale.|StrtDt:03-22-21|TotHrs/mon:60|TrdHrs/mon:0|OBA-123981|OrgNmn:Amway Business|Org Addr:Rosharon,Texas,US|OBA Nature:I will work as a independent b|Invst Rel:N|Title:Sole Proprietor|Duties:Maintain positive relationships with clients through follow-up communication, order fulfillment, and personalized product recommendations; Men|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-25 |
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