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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Houston | TX | 01/2015 | 11/2016 |
| Wells Fargo Bank, Na | Houston | TX | 10/2012 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 11/2018 |
| Bbva Compass Insurance Agency Inc | Austin | TX | 12/2018 | 03/2019 |
| Bbva Securities Inc | Houston | TX | 12/2018 | 03/2019 |
| Compass Bank | Birmingham | AL | 11/2018 | 03/2019 |
| Wells Fargo Bank, Na | Houston | TX | 05/2019 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 05/2019 | 07/2021 |
| Fidelity Investments | Tomball | TX | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-12 |
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