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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primrose School At Heritage Trace | Fort Worth | TX | 03/2017 | 08/2017 |
| Child Care Associates | Fort Worth | TX | 08/2016 | 03/2017 |
| Fidelity Investments | Westlake | TX | 02/2024 | Present |
| Unemployed | Unemployed | TX | 02/2020 | 08/2021 |
| Unemployed | Unemployed | TX | 03/2018 | 09/2018 |
| O'REilly Hospitality Management | Fort Worth | TX | 09/2018 | 02/2020 |
| Tarrant County College, Northeast Campus | Hurst | TX | 09/2017 | 03/2018 |
| Northwest Isd Education Foundation | Fort Worth | TX | 08/2021 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-25 |
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