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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
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 Alabama | Huntsville | AL | 08/2017 | 06/2019 |
| Era Music Llc | Fort Worth | TX | 12/2021 | 07/2024 |
| University Of North Texas | Denton | TX | 08/2019 | 06/2023 |
| Fidelity Investments | Westlake | TX | 07/2024 | Present |
| Fitness Connection | Watauga | TX | 06/2021 | 07/2021 |
| Keller Central High School | Fort Worth | TX | 08/2016 | 05/2017 |
| Fusion Capital Management | Coppell | TX | 01/2020 | 03/2020 |
| Northpark Ymca | Fort Worth | TX | 05/2019 | 08/2019 |
| Lone Star Valet | Dallas | TX | 01/2020 | 03/2020 |
| Hg Sply Co | Trophy Club | TX | 03/2021 | 11/2021 |
| Northpark Ymca | Fort Worth | TX | 05/2018 | 08/2018 |
| The Keller Pointe | Keller | TX | 05/2019 | 08/2019 |
OBA-111386|OrgNmn:Era Music LLC|Org Addr:Fort Worth,Texas,US|OBA Nature:Entertaiment media company|Invst Rel:N|Title:Partner|Duties:attending perfomances, marketing. |StrtDt:01-01-21|TotHrs/mon:25|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-25 |
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