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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
Weatherford, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Lake Worth | TX | 08/2012 | 12/2019 |
| Wells Fargo Clearing Services, Llc | Lake Worth | TX | 12/2018 | 12/2019 |
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-10 |
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