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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-22 |
Branch Locations
Fort Worth, TX • United States
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2023 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 02/2007 | 06/2023 |
| Strategic Advisers Llc | Merrimack | NH | 02/2007 | 07/2018 |
| Tiaa | Frisco | TX | 09/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2024 | Present |
| Fidelity Investments | Merrimack | NH | 02/2007 | 06/2023 |
THE APOSTOLIC CHURCH INTERNATIONAL POSITION: Finance Committee Chairman and Management Team Member NATURE: Church and religious organization INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 2042 Sunset Lake Road, Newark DE 19702, United States DESCRIPTION: Reports on day to day financial operations and reporting on Area Fund to church leadership, makes digital payments for church expenses. Not involved in any investments decisions or conversations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-10 |
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