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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
One Destiny Way, Westlake, TX 76262-8103 • United States
Fort Worth, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Inc | Dallas | TX | 12/1999 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-1134|OrgNmn:Mineral Rights Lease on Property|Org Addr:Rendon,Texas,US|OBA Nature:Oil and gas drilling|Invst Rel:N|Title:It is not an organization|Duties:Approval to TXO Energy to drill for natural gas below property|StrtDt:12-01-06|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-16 |
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