Oscar L. Casas

Current Employers

Employment History

• 12/2008 → Present
  Fidelity Investments
  Westlake, TX
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Westlake, TX
  Fort Worth, TX
• 2016-12-07 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

OBA-9803|OrgNmn:Preferred Place Property Management|Org Addr:Fort Worth,Texas,US|OBA Nature:Residential Rental Property Ma|Invst Rel:Y|Title:Sole Proprietorship|Duties:Property Management|StrtDt:10-07-16|TotHrs/mon:5|TrdHrs/mon:0|OBA-8153|OrgNmn:Mondragon Mechanical HVAC|Org Addr:Dallas,Texas,US|OBA Nature:Sales and Installation of HVAC|Invst Rel:N|Title:HVAC Sales Representative|Duties:Sales of HVAC units (Air Conditioners, Heaters, Air Purification Systems, & Maintenance Systems).|StrtDt:07-13-17|TotHrs/mon:10|TrdHrs/mon:0|OBA-10993|OrgNmn:International Motor Sales of DFW|Org Addr:Fort Worth,Texas,US|OBA Nature:Vehicle Purchasing, Vehicle Re|Invst Rel:N|Title:Owner|Duties:Purchase old cars, repair old cars, sell old cars and teach high school students auto repair|StrtDt:06-04-18|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2016-09-29
• S63 Uniform Securities Agent State Law Examination
  2011-04-05

Other Names

• Oscar Casas
• Oscar Luis Casas