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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
5322 Fm 1960 Rd W, Houston, TX 77069-4404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Houston | TX | 08/2015 | 11/2019 |
| Fidelity Brokerage Services Llc | Houston | TX | 12/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-112744|OrgNmn:Hundred Acre Woods LLC|Org Addr:Houston,Texas,US|OBA Nature:Short term rental|Invst Rel:Y|Title:Owner |Duties:None. Hired property management company to run the day to day operations. |StrtDt:08-14-23|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-05 |
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