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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Irving | TX | 04/2012 | 04/2021 |
| Fidelity Investments | Westlake | TX | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-110869|OrgNmn:rental properties in LLC|Org Addr:Flower Mou,Texas,US|OBA Nature:rental properties|Invst Rel:Y|Title:owner and managing member|Duties:owner and managing member|StrtDt:07-26-24|TotHrs/mon:1|TrdHrs/mon:1|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-21 |
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