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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
5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States
Carrollton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Westlake | TX | 01/2013 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9783|OrgNmn:Zeal Property Group, LLC|Org Addr:Northlake,Texas,US|OBA Nature:Rental Properties and flipping|Invst Rel:Y|Title:Partner|Duties:I will be researching and purchasing residential homes or land to lease out as rental property and/or build/remodel to sell.|StrtDt:02-10-17|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-19 |
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