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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
One Destiny Way, Westlake, TX 76262-8103 • United States
Bedford, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 01/2024 | Present |
| University Of North Texas | Denton | TX | 08/2021 | 12/2023 |
| Dbat Denton | Denton | TX | 06/2022 | 12/2023 |
| Red Lobster | Denton | TX | 01/2022 | 06/2022 |
| Dominos Pizza | Denton | TX | 07/2021 | 01/2022 |
| Fidelity Investments | Westlake | TX | 06/2023 | 08/2023 |
| Kalamazoo Valley Community College | Kalamazoo | TX | 08/2020 | 05/2021 |
| Glen Oaks Community College | Centreville | MI | 08/2019 | 05/2020 |
| Vector Marketing | Kalamazoo | MI | 01/2019 | 01/2020 |
| Mcdonalds | Plainwell | MI | 01/2018 | 01/2019 |
| J & J Paint And Glass | Kalamazoo | MI | 01/2017 | 01/2018 |
| Plainwell High School | Plainwell | MI | 09/2015 | 06/2019 |
| Ebay | Kalamazoo | MI | 07/2020 | 01/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-22 |
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