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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
Carrollton, 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 |
|---|---|---|---|---|
| - | Orlando | FL | 08/2016 | 12/2016 |
| Fidelity Investments | Westlake | TX | 05/2024 | Present |
| Movement Gyms | Plano | TX | 09/2023 | 05/2024 |
| - | Lake Forest | CA | 12/2016 | 08/2017 |
| University Of North Texas | Denton | TX | 01/2020 | 05/2021 |
| Tpg Hotels, Resorts & Marinas | Mckinney | TX | 09/2023 | 04/2024 |
| Fidelity Through Education At Work | Tempe | AZ | 09/2020 | 07/2021 |
| Spire Hospitality | Irving | TX | 05/2022 | 09/2023 |
| University Of North Texas | Denton | TX | 08/2018 | 09/2020 |
| Aimbridge Hospitality | Plano | TX | 07/2021 | 05/2022 |
| Madison Land Llc | Carrollton | TX | 06/2023 | 12/2023 |
| - | Flower Mound | TX | 08/2017 | 08/2018 |
OBA-121133|OrgNmn:Keystone AV, LLC|Org Addr:Dallas,Texas,US|OBA Nature:Metal Fabrication|Invst Rel:N|Title:Employee|Duties:Help finish up products by painting and packaging them|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-109875|OrgNmn:Uber Technologies, Inc.|Org Addr:San Franci,California,US|OBA Nature:Uber is a transportation compa|Invst Rel:N|Title:Employee|Duties:Deliver food to customers, deliver groceries to customers, give rides to customers, communicate with customers through an application.|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-109912|OrgNmn:Instarcart - Maplebear Inc.|Org Addr:San Franci,California,US|OBA Nature:Grocery Delivery business|Invst Rel:N|Title:Independent Contractor|Duties:Deliver groceries to customers through an application|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-10 |
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