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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-09 |
| MN | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Springtown, TX • United States
2933 West 7Th St., Fort Worth, TX 76107-2221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 08/2015 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-28 |
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