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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
405 N Lamar Blvd, Austin, TX 78703-5409 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Dallas | TX | 03/2011 | 01/2018 |
| Td Ameritrade | Austin | TX | 01/2018 | 11/2019 |
| Fidelity Brokerage Services Llc | Austin | TX | 11/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-01 |
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