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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valet Living | Fl | FL | 09/2023 | 11/2023 |
| Educational Products Inc. | Tx | TX | 06/2016 | 08/2019 |
| After The Bell | Tx | TX | 08/2017 | 08/2019 |
| Brookhaven Community College | Tx | TX | 08/2017 | 05/2019 |
| Fidelity Investments | Westlake | TX | 07/2024 | Present |
| R.L. Turner High School | Tx | TX | 08/2013 | 05/2017 |
| Screen Tex | Tx | TX | 02/2022 | 05/2022 |
| Mcmahan?S Flooring Inc | Tx | TX | 08/2019 | 07/2024 |
| The Cmi Group | Tx | TX | 12/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-09 |
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