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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
The Woodlands, TX • United States
1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fivepoint Credit Union | Spring | TX | 01/2015 | 02/2017 |
| Cuna Brokerage Services Inc | Waverly | IA | 10/2015 | 02/2017 |
| Fidelity | The Woodlands | TX | 02/2017 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-7649|OrgNmn:Michael Beck (rental property)|Org Addr:Chiefland,Florida,US|OBA Nature:Rental property.|Invst Rel:Y|Title:Michael Beck, Owner|Duties:Approximately 1 hour per month, outside business hours.|StrtDt:06-21-10|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-25 |
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