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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Tulsa | OK | 05/2015 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-126316|OrgNmn:Chisholm Ranch II Homeowners Association, Inc.|Org Addr:Bixby,Oklahoma,US|OBA Nature:This board manages the finance|Invst Rel:N|Title:Treasurer|Duties:Participate in monthly board meetings, ensure property management company is fulfilling contractual obligations to the neighborhood|StrtDt:01-01-26|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-04 |
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