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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Roccos | Fort Worth | TX | 09/2021 | 05/2022 |
| Jakes Burger | Fort Worth | TX | 06/2020 | 06/2021 |
| Fidelity Investments | Fort Worth | TX | 04/2024 | 09/2025 |
| Tommy Bahmma | Forth Worth | TX | 02/2019 | 06/2020 |
| Pnc Bank | Fort Worth | TX | 05/2022 | 04/2024 |
| Fidelity Investments | Westlake | TX | 04/2026 | Present |
| Raymond James | Fort Worth | TX | 10/2025 | 02/2026 |
| Prosperity Bank | Fort Worth | TX | 06/2021 | 09/2021 |
| Unemployed | Fort Worth | TX | 02/2026 | 04/2026 |
| Southwest Christian School | Fort Worth | TX | 01/2014 | 04/2019 |
| Dallas Baptist Univ | Fort Worth | TX | 01/2021 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-02 |
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