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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
Georgetown, TX • United States
1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | The Woodlands | TX | 08/2015 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-64147|OrgNmn:Boat Surfing |Org Addr:Georgetown,Texas,US|OBA Nature:Will be offering surf lessons |Invst Rel:N|Title:I would be the Owner |Duties:provide a boat and teach people how to surf the wave. I would be driving the boat and teaching.|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|OBA-123686|OrgNmn:Philips Chiropractic |Org Addr:Georgetown,Texas,US|OBA Nature:Ny wife owns and runs her Chir|Invst Rel:N|Title:Model |Duties:model|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-04 |
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