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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Webster | TX | 07/2010 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132460|OrgNmn:University of Houston, Bauer College of Business|Org Addr:Houston,Texas,US|OBA Nature:Public university, business co|Invst Rel:N|Title:Employee|Duties:Teach a university course 2 days per week, 1.5 hours per class|StrtDt:08-24-26|TotHrs/mon:15|TrdHrs/mon:12|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-16 |
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