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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 08/2011 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-62407|OrgNmn:TW III LLC|Org Addr:Denver,Colorado,US|OBA Nature:LLC to purchase and hold real |Invst Rel:Y|Title:Member-Manager|Duties:Fund LLC, work with realtors and property manager to find, purchase, and own long term rentals|StrtDt:09-22-21|TotHrs/mon:10|TrdHrs/mon:2|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-22 |
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