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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Environmental Technologies | Fort Worth | TX | 06/2021 | 08/2021 |
| Texas Environmental Technologies | Fort Worth | TX | 06/2019 | 08/2019 |
| Texas Environmental Technologies | Fort Worth | TX | 06/2020 | 08/2020 |
| Fidelity Investments | Westlake | TX | 06/2024 | Present |
| Unemployed | Fort Worth | TX | 08/2023 | 06/2024 |
| Unemployed | Grandview | TX | 08/2019 | 06/2020 |
| Unemployed | Fort Worth | TX | 08/2022 | 06/2023 |
| Unemployed | Fort Worth | TX | 08/2021 | 06/2022 |
| Unemployed | Grandview | TX | 08/2020 | 06/2021 |
| Grandview Bank | Fort Worth | TX | 06/2023 | 08/2023 |
| Grandview Bank | Grandview | TX | 06/2022 | 08/2022 |
| Unemployed | Grandview | TX | 06/2014 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-08 |
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