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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
1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States
Conroe, TX • United States
2 disclosure categories 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 Brokerage Services Llc | Jacksonville | FL | 10/2018 | Present |
| Amazon | Jacksonville | FL | 09/2018 | 10/2018 |
| Deutsche Bank | Jacksonvile | FL | 08/2017 | 07/2018 |
| Northwestern Mutual Financial Network - The Koch Group | Jacksonvile | FL | 07/2017 | 08/2017 |
| Everbank | Jacksonvile | FL | 01/2016 | 07/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-18 |
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