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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Flower Mound, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Roadhouse | Flower Mound | TX | 02/2018 | 12/2018 |
| Fidelity Investments | Westlake | TX | 02/2024 | Present |
| Unemployed | Lantana | TX | 01/2014 | 02/2018 |
| Cbs Arcsafe | Denton | TX | 08/2023 | 02/2024 |
| Corner Bakery | Flower Mound | TX | 01/2019 | 04/2019 |
| Robson Communities | Denton | TX | 05/2019 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-15 |
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