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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
Branch Locations
Flower Mound, TX • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kroger | Flower Mound | TX | 04/2016 | 05/2017 |
| Schlotzsky'S | Flower Mound | TX | 05/2017 | 09/2017 |
| Flower Mound Youth Sports Association | Flower Mound | TX | 09/2017 | 05/2019 |
| Bok Financial | Tulsa | OK | 06/2021 | 08/2021 |
| Tulsa Youthworks | Tulsa | OK | 06/2022 | 08/2022 |
| Oklahoma State University | Stillwater | OK | 08/2018 | 12/2023 |
| Oklahoma State University | Stillwater | OK | 01/2023 | 12/2023 |
| Ellis & Ellis Law Firm | Stillwater | OK | 05/2023 | 12/2023 |
| Fidelity Investments | Westlake | TX | 01/2024 | Present |
| Flower Mound High School | Flower Mound | TX | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-13 |
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