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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Westlake | TX | 11/2007 | 05/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2025 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2025 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2025 | Present |
Shady Dell Townhomes |Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|2023-08-10|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Landlord renting out the property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-18 |
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