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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 10/2013 | 06/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Fidelity Investments | Fort Worth | TX | 10/2022 | 06/2025 |
| Fidelity Investments | Fort Worth | TX | 10/2019 | 09/2022 |
| Fidelity Investments | Westlake | TX | 02/2016 | 09/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2025 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-05 |
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