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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
23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Westlake | TX | 02/2004 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-112013|OrgNmn:Krew De Bon Temps TX|Org Addr:Katy ,Texas,US|OBA Nature:organized for recreation, and |Invst Rel:N|Title:Board Member|Duties:Vote on event locations|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-17286|OrgNmn:JLGTLG|Org Addr:Katy,Texas,US|OBA Nature:Hold residential property|Invst Rel:Y|Title:JLGTLG LLC|Duties:receive check|StrtDt:12-11-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-9668|OrgNmn:Justin Greene|Org Addr:Katy,Texas,US|OBA Nature:Buying rental Property|Invst Rel:Y|Title:Owner|Duties:Write a Check|StrtDt:04-14-14|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-06 |
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