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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
Fort Worth, TX • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Central Oklahoma | Ok | OK | 08/2023 | 12/2023 |
| School | Chickasha | OK | 08/2004 | 04/2024 |
| Fidelity Investments | Jacksonville | FL | 04/2024 | Present |
| O'REilly Auto Parts | Ok | OK | 05/2018 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-115135|OrgNmn:JLT|Org Addr:Stillwater,Oklahoma,US|OBA Nature:Family business that's a renta|Invst Rel:Y|Title:Officer|Duties:Attend meetings and vote|StrtDt:|TotHrs/mon:1|TrdHrs/mon:1|OBA-108851|OrgNmn:DLL Holdings Inc|Org Addr:Chickasha,Oklahoma,US|OBA Nature:Holds a land lease|Invst Rel:Y|Title:Officer|Duties:Attend meetings and evaluate the lease contract when it comes due.|StrtDt:08-15-16|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-06 |
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