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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-04 |
Branch Locations
11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States
Georgetown, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Houston | TX | 05/2024 | 10/2024 |
| Signpost | Austin | TX | 10/2019 | 11/2019 |
| Johnson'S Backyard Garden | Austin | TX | 08/2019 | 07/2021 |
| Fidelity Investments | Austin | TX | 11/2024 | Present |
| Henderson Selections Llc | Austin | TX | 11/2019 | 10/2024 |
| Unemployed | Austin | TX | 06/2019 | 09/2019 |
| Whole Foods Market | Bee Cave | TX | 05/2016 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-13 |
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