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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eci Software Solutions | Fort Worth | TX | 06/2023 | 04/2024 |
| Kayo Energy | Grand Prairie | TX | 07/2021 | 06/2023 |
| Lifetime Fitness | Las Vegas | NV | 09/2019 | 07/2021 |
| Albertsons | Las Vegas | NV | 05/2019 | 09/2019 |
| - Unemployed | - Las Vegas | NV | 08/2003 | 05/2019 |
| Fidelity Investments | Westlake | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-01 |
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