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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
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, Inc. | Merrimack | NH | 02/1998 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131135|OrgNmn:Chartered Market Technician Associatian (CMT)|Org Addr:New York C,New York,US|OBA Nature:Governs the CMT designation, w|Invst Rel:Y|Title:volunteer grader|Duties:Volunter grader. For a number of years in the past, I wrote questiosn for the CMT designation. Now, they've asked me to volunteer to grade |StrtDt:06-23-26|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-01 |
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