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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2013 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-91867|OrgNmn:The Three Cs LLC|Org Addr:Bedford,Texas,US|OBA Nature:Online retail sales of consume|Invst Rel:N|Title:Partner|Duties:5-10 hours a week in the evenings or weekends|StrtDt:|TotHrs/mon:2500|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-10 |
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