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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
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 05/2004 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-89094|OrgNmn:Era Education Foundation - Class of 1999 Endowment|Org Addr:Era,Texas,US|OBA Nature:Non-profit endowment created b|Invst Rel:Y|Title:Representative of the Endowment|Duties:Meet twice a year, for a total of one hour for board meetings. |StrtDt:|TotHrs/mon:0.2|TrdHrs/mon:0|OBA-1190|OrgNmn:EOG Resources|Org Addr:Houston,Texas,US|OBA Nature:Oil/Gas Exploration|Invst Rel:Y|Title:Landowner|Duties:Landowner of some property that is being explored for oil/gas in the Barnet Shale.|StrtDt:01-07-10|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-20 |
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