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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas A&M University | College Station | TX | 10/2022 | 05/2024 |
| Hawk Movers | Haslet | TX | 05/2021 | 07/2021 |
| Doordash | Fort Worth | TX | 06/2020 | 02/2024 |
| Unemployed | N/A | TX | 08/2019 | 08/2019 |
| Hawk Movers | Haslet | TX | 05/2022 | 07/2022 |
| Fidelity Investments | Westlake | TX | 06/2024 | Present |
| Unemployed | N/A | TX | 05/2014 | 04/2018 |
| Hawk Movers | Haslet | TX | 05/2023 | 07/2023 |
| Hawaiian Falls | Roanoke | TX | 05/2019 | 07/2019 |
| Home Care Pulse | College Station | TX | 10/2022 | 11/2022 |
| Texas Hill Country | College Station | TX | 08/2023 | 08/2023 |
| Lifetime Fitness | Fort Worth | TX | 09/2019 | 07/2020 |
| Tropical Smoothie Cafe | Keller | TX | 05/2018 | 05/2019 |
| Class Valuation | College Station | TX | 10/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-10 |
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