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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
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Dallas | TX | 09/2000 | Present |
| Strategic Advisors Inc | Westlake | TX | 10/2003 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129488|OrgNmn:arleton State University or other universities in the|Org Addr:Stephenvil,Texas,US|OBA Nature:University teaching as an adju|Invst Rel:N|Title:Employee|Duties:I will teach business classes |StrtDt:08-03-26|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-08 |
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