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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Marlborough | MA | 09/2002 | Present |
| Fidelity Brokerage Services Llc | Marlborough | MA | 01/2008 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130422|OrgNmn:Greenlaw Equestrian, LLC|Org Addr:Roanoke,Texas,US|OBA Nature:the LLC is specifically for eq|Invst Rel:Y|Title:single-member LLC|Duties:I will setup and manage the LLC . the LLC is intended to help with 3 things: 3 liability protection, help with taxes and privacy. i dont ex|StrtDt:06-09-26|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-07 |
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