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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Austin | TX | 04/2016 | 11/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Austin | TX | 04/2016 | 11/2018 |
| Mercer Global Advisors Inc. | Austin | TX | 11/2018 | 06/2020 |
| Fidelity Brokerage Services Llc | Austin | TX | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-06 |
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