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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
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 04/2024 | Present |
| At&T | Dallas | TX | 11/2023 | 03/2024 |
| Lone Star Overnight | Plano | TX | 01/2023 | 10/2023 |
| Dimensional Fund Advisors | Austin | TX | 06/2022 | 08/2022 |
| School | -Austin | TX | 08/2013 | 08/2019 |
| Dimensional Fund Advisors | Austin | TX | 06/2021 | 08/2021 |
| -Tcu | -Fort Worth | TX | 08/2019 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-01 |
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