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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
Arlington, 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 |
| Foresters Financial | North York | 11/2018 | 04/2021 | |
| Allianz Global Assistance | Kitchener | 09/2017 | 09/2018 | |
| Tigris Events Incorporated | Toronto | 09/2016 | 04/2021 | |
| St. Jacob'S Daycare | St. Jacob'S | 02/2015 | 06/2017 | |
| The City Of Waterloo | Waterloo | 02/2015 | 01/2017 | |
| The City Of Waterloo | Waterloo | 04/2017 | 10/2017 | |
| Embr Events | Toronto | 02/2017 | 01/2020 | |
| Brand Momentum | Mississauga | 02/2017 | 05/2017 | |
| Unemployed / Homemaking | Fort Worth / Arlington | TX | 04/2021 | 01/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-09 |
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