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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
Lewisville, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Tucson | AZ | 08/2021 | 05/2022 |
| Defunct | Plano | TX | 01/2020 | 03/2020 |
| Fidelity Investments | Plano | TX | 07/2024 | Present |
| Student | Tucson | AZ | 03/2020 | 05/2021 |
| Ebb & Flow | Plano | TX | 05/2022 | 08/2022 |
| Bearfoot Lifeguarding | Lewisville | TX | 06/2017 | 08/2017 |
| Student | Carrollton | TX | 06/2014 | 06/2017 |
| Student | Carrollton | TX | 08/2017 | 01/2020 |
| Ifratelli | Plano | TX | 05/2021 | 08/2021 |
| Student | Tucson | AZ | 08/2022 | 06/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-15 |
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