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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Albuquerque | NM | 04/2015 | 10/2017 |
| Agile Group Usa | Albuquerque | NM | 10/2017 | 05/2019 |
| Fidelity Brokerage Services Llc | Bethesda | MD | 06/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-13 |
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