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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 Brokerage Services, Llc | Westlake | TX | 02/2013 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9628|OrgNmn:Tambourine Properties, LLC|Org Addr:Northlake,Texas,US|OBA Nature:Buying houses and renting them|Invst Rel:Y|Title:Partner|Duties:Research homes to buy, buy homes, home maintenance|StrtDt:01-01-18|TotHrs/mon:1|TrdHrs/mon:0|OBA-63604|OrgNmn:Mountain Quartet Properties LLC|Org Addr:Northlake,Texas,US|OBA Nature:Buying and managing rental pro|Invst Rel:Y|Title:Partner|Duties:Buying and managing rental properties|StrtDt:09-19-21|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-10 |
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